Certificate in Retirement & Estate Planning: Protect Assets
-- ViewingNowThe Certificate in Retirement & Estate Planning: Protect Assets is a comprehensive course designed for financial professionals seeking to enhance their knowledge and skills in retirement and estate planning. This certification program emphasizes the importance of protecting and growing clients' assets, making it highly relevant in today's dynamic financial industry.
6,300+
Students enrolled
GBP £ 140
GBP £ 202
Save 44% with our special offer
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โข Understanding Retirement & Estate Planning: An Overview
โข Types of Retirement Plans: 401(k)s, IRAs, and More
โข Estate Planning Fundamentals: Wills, Trusts, and Powers of Attorney
โข Asset Protection Strategies: Liability Insurance and Risk Management
โข Tax Planning for Retirement and Estate: Minimizing Tax Liability
โข Social Security and Medicare: Maximizing Benefits and Minimizing Costs
โข Long-Term Care Planning: Protecting Assets from Nursing Home Costs
โข Investment Strategies for Retirement: Balancing Risk and Reward
โข Advanced Estate Planning Techniques: Family Limited Partnerships and Grantor Retained Annuity Trusts
โข Estate and Trust Administration: Navigating the Probate Process
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