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Retirement Planning Certificate: Analyzing Client Retirement Data

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning, and Integration with other areas of PFP.

CPE Self-Study     |     Online

2.5 CPE Credits

$69.00 - $89.00

"Personal Financial Planning>Tax Planning" 25 results