Course ID: FPWC

Financial Planning Strategies for Life Wealth Cycles

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+).


LEARNING OBJECTIVES
  • Incorporate an update on the latest tax developments, rules and regulations affecting financial planning strategies.

MAJOR TOPICS
  • Income tax planning
  • Wealth transfer
  • Investment planning
  • Retirement planning
  • Insurance and risk management

DESIGNED FOR
CPAs in public practice and industry seeking an update on the latest developments affecting personal financial planning.

FIELD OF STUDY
Taxes

PREREQUISITES
none

COURSE PRODUCER
Nichols Patrick CPE, Inc

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org