Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends
While estate planners are experts in navigating the legal complexities of wealth transfer, a deeper understanding of investment strategies can significantly enhance their clients' outcomes. This course is a rapid-fire review of the current financial planning tools and rules that affect estate plans. Give real and current context to your estate planning tactics - register today!
- Get an overview of the plethora of current portfolio analysis tools and learn to eke out meaning from blunt numbers.
- Review major asset types and their common tax implications.
- Build synergies with your clients' financial adviser teams: learn how to speak their language.
- Learn how to tailor your estate plans to complement your clients' assets, goals, and risk tolerance levels.
Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends
While estate planners are experts in navigating the legal complexities of wealth transfer, a deeper understanding of investment strategies can significantly enhance their clients' outcomes. This course is a rapid-fire review of the current financial planning tools and rules that affect estate plans. Give real and current context to your estate planning tactics - register today!
- Get an overview of the plethora of current portfolio analysis tools and learn to eke out meaning from blunt numbers.
- Review major asset types and their common tax implications.
- Build synergies with your clients' financial adviser teams: learn how to speak their language.
- Learn how to tailor your estate plans to complement your clients' assets, goals, and risk tolerance levels.
Product Information
Product Information
Shipping & Returns
Shipping & Returns
Description
While estate planners are experts in navigating the legal complexities of wealth transfer, a deeper understanding of investment strategies can significantly enhance their clients' outcomes. This course is a rapid-fire review of the current financial planning tools and rules that affect estate plans. Give real and current context to your estate planning tactics - register today!
- Get an overview of the plethora of current portfolio analysis tools and learn to eke out meaning from blunt numbers.
- Review major asset types and their common tax implications.
- Build synergies with your clients' financial adviser teams: learn how to speak their language.
- Learn how to tailor your estate plans to complement your clients' assets, goals, and risk tolerance levels.
