Retirement and Estate Planning Specialist
Investment advisors who wish to meet the demand for tax-efficient income and effective wealth management as their clients transition from accumulation to spending, for wants and needs in retirement, will welcome the opportunity to study this leading-edge program. It is designed to provide structure and process for developing and monitoring tax-efficient retirement income plans featuring robust planning software.
Register Online (Select 6 courses):
Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.