Creating Trusted Planning Relations ON DEMAND

Overview

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to help keep you on top of recent developments, including how the new tax laws impact financial planning, tax management within investments and client communications by creating trusted planning relationships.

Highlights

Planning around new tax laws. Creating trusted planning relationships.

Prerequisites

None.

Designed For

CPAs and other tax professionals.

Objectives

Understand the latest on regulatory requirements, investment strategies and theories in a changing environment when creating trusted planning relationships. Learn how to leverage various tools and techniques to serve your clients better.

Preparation

None.

Notice

None.