It’s Your Money
About This Event
Planning for retirement can be complex, especially when it may still be years into the future. The decisions you make today, need to lead to outcomes that ensure you accumulate the financial resources needed to sustain you once your active work is complete. This CE course will provide ideas to help accomplish your goals.nnUpon completion of this course, you should be able to: Provide a thorough understanding of the different retirement plan types; How strategic plan design can benefit both personal and corporate objectives; The best plan fit at various stages of the practice growth.; Understanding the effect of investment related fees over time and how to mitigate them
Learning Objectives
- Provide a thorough understanding of the different retirement plan types
- How strategic plan design can benefit both personal and corporate objectives
- The best plan fit at various stages of the practice growth.
- Understanding the effect of investment related fees over time and how to mitigate them
Additional Event Information
Event Format
On-demand
CE Credits
1.5*