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. Because your feedback is vital to our success in serving you, when the course is complete,...
How To Spot Issues For Discussion When Reviewing Estate Documents
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
Learn how to best coordinate and maximize your clients' Social Security planning to ensure the most optimal benefit. Eligible for 5 Hours of CE. Because your feedback is vital to our success in serving you, when the course is complete, we...
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