Financial Planning Strategies for Life Wealth Cycles (SMTX32)

Wednesday, June 14, 2017 | 8:30 AM - 4:00 PM (Registration at 8:00 AM) EST | South Carolina Association of CPAs, Cayce

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

Early Bird Registration: $279 SCACPA Members (by 5/24/2017)
Standard Registration: $304 SCACPA Members, $404 Non-Members
Firm Discount: ($15)
Reciprocal Discount: ($100)
Bundle and Save Discount: ($20)

Major Topics

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

DETAILS

Course Code:
SMTX32

Credits:
4.00 Taxation

Field of Study:
Taxation

Vendor:
Nichols Patrick CPE, Inc

Course Type:
Seminars

Level:
Intermediate

Prerequisite:
NONE

Advanced Preparation:
None

Location

1300 12th Street, Suite D, Cayce, SC, 29033

 

Sponsors