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Advanced Personal Financial Planning Update Webcast

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Course Description

New personal financial planning strategies are continually emerging in response to evolving personal goals in turbulent economic and legal environments. Drawn from recent publications, we'll review the latest financial strategies and planning changes in the areas of financial planning; insurance; investments selection and management; retirement, including Social Security and Medicare; and estate and tax planning to help you help your clients take advantage of new opportunities.

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Learning Format 8.0 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory

Knowledge Level
Update