Financial Planning Strategies for Life Wealth Cycles (LITX32)

Wednesday, June 14, 2017 | 8:30 AM - 4:00 PM (Registration at 8:00 AM) EST |

Description

There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (Under 40, 40-55, and 55+).

Objectives

Incorporate an update on the latest tax developments, rules and regulations affecting financial planning strategies.

Cost

Standard Registration: $324 SCACPA Members, $424 Non-Members
Firm Discount: ($15)
Reciprocal Discount: ($100)
Bundle and Save Discount: ($20)

Major Topics

Income tax planning, Wealth transfer, Investment planning, Retirement planning, Insurance and risk management

DETAILS

Course Code:
LITX32

Credits:
8.00 Taxation

Field of Study:
Taxation

Vendor:
Nichols Patrick CPE, Inc

Course Type:
Live Stream

Level:
Intermediate

Prerequisite:

None

Advanced Preparation:
None

 

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