The Ultimate Guide to Retirement Planning

$399.00 each

Course ID: CPE Credits Field Of Study Author or Speaker:
DS-306  40 Credits   Taxes  Danny Santucci
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
Interactive Self Study  None   None   Overview 

 

Course Description:
The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients

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