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Financial Planning Strategies for Life Wealth Cycles (3762)
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There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (Under 40, 40-55, and 55+) and incorporate an update on the latest tax developments, rules and regulations affecting financial planning strategies.

7/13/2015
When: 07/13/2015
8:00 AM - 10:00 AM
Where: Webcast/Webinar
Presenter: P. Jeffrey Christakos
Contact: April Deneault
801-834-6634

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There are specific financial planning strategies that should be implemented at different stages of life. This program will analyze strategies that should be considered at each stage (Under 40, 40-55, and 55+) and incorporate an update on the latest tax developments, rules and regulations affecting financial planning strategies.

Objectives:

Rules & Regulations affecting financial planning strategies Investment & retirement planning Insurance & risk management

 

Major Subjects:

Income tax planning Wealth transfer Investment planning Retirement planning Insurance and risk management
  

 

Designed For:

CPAs in public practice and industry

 

Prerequisite: 

None

 

Advanced Prep:

  None

  

Speaker:  P. Jeffrey Christakos

Vendor:  Nichols Patrick CPE

Field of Study:  Taxation

Level: Basic

CPE Credit:              2 Hours

Acronym: JC011W

 

Registration Fees:

$ 79

  

Register here


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