Top 5 Ways to Fund Your Retirement

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 and the top 5 ways to fund your retirement.

Highlights

Will Your Advance Directive Protect You Both Personally and Financially? Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages

Objectives

• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment.
• Learn the top 5 ways to fund your retirement.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.