Webcast: Advanced Personal Financial Planning Update

The economy is showing signs of coming back to life, the political arena is turbulent as always, and new personal financial planning strategies are emerging in response to the changing environment. Drawn from recent books and publications, this course reviews the latest investment strategies and important planning techniques in the areas of insurance, retirement, estate, and tax planning. While earning two hours of ethics for CFPs and CPAs, you'll learn the latest strategies being offered by professionals and academics for helping your clients take advantage of new opportunities.