Creating Trusted Planning Relationships

Description

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management within investments and client communications by c reating Trusted Planning Relationships.

Highlights

? Planning Around New Tax Laws Creating Trusted Planning Relationships

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment when c reating trusted planning relationships
• Learn how to leverage various tools and techniques to serve your clients better.

Designed For

CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.