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Elder and Special Needs Planning

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Professional Environment and Non-Financial Factors, Financial Decisions, Taxation and Income Tax Planning and Integration with Other Areas of PFP. This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning.

CPE Self-Study     |     Online

3 CPE Credits

$69.00 - $89.00

"Personal Financial Planning>Retirement Planning" 23 results