Top 5 Ways to Fund Your Retirement (1st Ed.) (1 hour) - OnDemand Webcast
Available Until
On-Demand
1.0 Credits
Member Price $49.00
Non-Member Price $74.00
Overview
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This session was recorded at the Advisor Personal Financial Planning Conference , and is to help keep you on top of recent developments and the top 5 ways to fund your retirement.
Highlights
- Will Your Advance Directive Protect You Both Personally and Financially?
- Creating Trusted Planning Relationships
- Retirement Plans, Roth Planning and Conversions
- Reverse Mortgages
Prerequisites
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Objectives
- Understand the latest on regulatory requirements, investment strategies and theories in a changing environment.
- Learn the top 5 ways to fund your retirement.
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!
Non-Member Price $74.00
Member Price $49.00