Home / Course catalog
Course
How to Find Financial Planning Opportunities When Reviewing a Tax Return
$397.00
Tax Planning
How to Find Financial 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.
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.

Oh, no. Nothing was found.

Use a different term and try again.