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Investment Planning Strategies - 6788
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Investment planning strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into financial plans.

11/3/2016
When: 4:00 PM - 6:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym JCSIW2
CPE 2 hours
Category
Taxation
Level Basic
Vendor Nichols Patrick CPE
Who should attend

CPAs in public practice and industry seeking to gain a better understanding of Investment Planning Strategies.

Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$79
Non-Member: N/A
$79

Description: 

Investment planning strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into financial plans.



Specific topics include:

  • Use of Asset Location to maximize after tax returns
  • Core and satellite investment strategies
  • Passive or Active – Which is best?
  • Asset Allocation and Re-balancing techniques to increase returns and reduce downside risk.
  • ETF strategies.

Objectives:

  • To provide an overview and analysis of various investment planning strategies available for individuals.

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