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Financial Planning Strategies for Life Wealth Cycles - 6778
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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.

8/11/2016
When: Thursday, August 11, 2016
7:00 AM - 9:00 AM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym JC011W
CPE 2 hours
Category
Taxation
Level Basic
Vendor Nichols Patrick CPE
Who should attend CPAs in public practice and industry
Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$79
Non-Member: N/A
$79

Description: 

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.



Specific topics include:

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

Objectives

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

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