This free event is of special interest to advisors in the tax, accounting, bookkeeping, legal and financial services.
Join a virtual, national conversation to
discuss key issues of concern in overcoming financial obstacles using a
Real Wealth Management™ Framework.
The course entails the completion of 12 online modules and features a case study approach using 15 sophisticated software tools to enable deeper conversations and projections that answer specific financial
Of special interest to tax and financial advisors, retirement, investment, insurance and estate planners, but also perfect for any individual wishing to take control of the wealth they accumulate
throughout their lifetime.
You’ll complete 12 comprehensive modules in this important professional program.