CONTACT THE BUSINESS LEARNING INSTITUTE
Name*
Email Address*
Phone Number:
Message:
Please enter the following text in the box below:
captcha
ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
FINANCIAL PLANNING STRATEGIES FOR LIFE WEALTH CYCLESCOURSE ID: FPWC
DESCRIPTION

There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (Under 40, 40-55, and 55+).

DESIGNED FOR: CPAs in public practice and industry seeking an update on the latest developments affecting personal financial planning.FIELD OF STUDY: TaxesLEVEL: IntermediatePREREQUISITES: NONECOURSE PRODUCER: Nichols Patrick CPE, IncCREDITS: 8.0OBJECTIVES:
  • ? Incorporate an update on the latest tax developments, rules and regulations affecting financial planning strategies.
HIGHLIGHTS:

? Income tax planning ? Wealth transfer ? Investment planning ? Retirement planning ? Insurance and risk management

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
SUBSCRIBE TO THE BLI BLOG