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+).
Course ID: FPWC
Financial Planning Strategies for Life Wealth Cycles
- Incorporate an update on the latest tax developments, rules and regulations affecting financial planning strategies.
- Income tax planning
- Wealth transfer
- Investment planning
- Retirement planning
- Insurance and risk management
DESIGNED FORCPAs in public practice and industry seeking an update on the latest developments affecting personal financial planning.
FIELD OF STUDY