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+).


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

PREREQUISITES
NONE

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available to be scheduled as:

Group Live
 

Let's Roll!

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