November 29 or 30
Connecting clients to professional financial advice
1. The New Tax Rules –what’s in, what’s out, what’s still under revision?
2. Sticking to the Plan –recommendations for your clients on the road to retirement
3. Making the Money Last –recommendations for your retired clients on making their money last
4. Estate Transition–do your “executor” clients understand the liability inherent in their role?
Engage with online discussion groups in four case study activities designed to complement and deepen your knowledge in each key topic area.
This webinar will provide 6 CE credits. Registration will also include an additional 4 self-study modules to give you up to 6 more CE credits.
Please note — presentations are video-taped interviews.
ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS™, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).
Member Services @ 1-877-773-6765 or firstname.lastname@example.org