This CPE course is a part of the Personal Financial Planning Boot Camp series.
Written by expert authors, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. You will gain instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. Further, the Elder, Special Needs and Chronic Illness Planning addresses the needs of elderly clients or clients who have special needs. Finally, this course addresses types of care, housing decisions, personal finances and healthcare choices.
This course will prepare you to:
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