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.
Course Pricing
WYOCPA Member Fee
$49.00
Non-Member Fee
$59.00
Your Price
$59.00
Upcoming Courses
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Motivating the Right Way - Get the Most From Your Staff!
April 29, 2024
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Project Management: Enhancing Ongoing Client Engagements
April 29, 2024
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Documenting Your EBP Audit: What You Need to Know
April 29, 2024
View all upcoming courses