Webcast: Advanced Personal Financial Planning Update
New personal financial planning strategies are regularly emerging due to evolving personal goals in rough economic and legal environments. Review developments from the past year in the areas of insurance, investments, retirement, tax, estate, and personal financial planning. Drawn from recent publications and government directives, review the latest financial strategies and planning changes in the areas of financial planning; insurance; investments selection and management; and retirement, including Social Security and Medicare. Additionally, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617