Course | |||||
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$397.00 Tax Planning Learn how to navigate a client's tax return and gain insights into how to better spot planning ideas and opportunities.
Eligible for 6 Hours of CE.
Users must complete the course within 180 days after purchase. After 180 days, users retain... | |||||
$397.00 Retirement Planning Learn how to best coordinate and maximize your clients' Social Security planning to ensure the most optimal benefit.
Eligible for 5 Hours of CE. |