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Course
How to Find Planning Opportunities When Reviewing a Tax Return
$397.00
Tax Planning
How to Find Planning Opportunities When Reviewing a Tax Return
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...
How To Review Estate Planning Documents And Find Planning Issues
$397.00
Estate Planning
How To Review Estate Planning Documents And Find Planning Issues
Estate planning is a vital part of a family’s financial plan, but clients often want clarity on what their documents say. The challenge is that estate planning documents vary widely by state and by attorney, so there is no one-size-fits-all...
Maximizing Social Security Benefits For Couples
$397.00
Retirement Planning
Maximizing Social Security Benefits For Couples
Learn how to best coordinate and maximize your clients' Social Security planning to ensure the most optimal benefit. Eligible for 5 Hours of CE.

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