Top Ways to Fund Your Retirement

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 and the top 5 ways to fund your retirement.

Highlights

Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment.
• Learn the top 5 ways to fund your retirement.

Designed For

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