Creating Trusted Planning Relationships (1 hour) – On-Demand Webcast

Overview

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management within investments and client communications by c reating Trusted Planning Relationships.

Highlights

? Planning Around New Tax Laws Creating Trusted Planning Relationships

Prerequisites

Basic to advanced knowledge of taxation and income tax planning for individuals and businesses

Designed For

CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment when c reating trusted planning relationships
• Learn how to leverage various tools and techniques to serve your clients better.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!