The following provides course information, as well as pricing, author, and educational credit information for the course you selected.
To order this course, click on one of the "Order" options at the bottom of the page.
|
Title: |
Description:
 |
Whether you are an:
- investment advisor
- financial planner
- accountant
- charitable development advisor
- trust officer
This book will help teach you how to become a leading financial professional in the rapidly growing estate planning field.
What you’ll learn:- How to make (and keep!) rewarding relationships with estate planning attorneys
- The Six Rules for Success as a member of the estate planning “team”
- What you do (and don’t!) need to know about trusts and tax law
- Which groups of people need your services the most
- How to use sophisticated beneficiary designations on retirement accounts to minimize taxes
AUTHOR: Sally Mulhern, J.D.
Description: Soft Cover |
| About The Provider: |
Financial Forum Inc. Speakers Bureau represents more than 300 professional speakers and trainers, marketing them exclusively to financial firms. Topics include: economy, finance, investing, practice management, sales, marketing, leadership, management, change management, and motivation.
Financial Forum Publishing and Communications provides writing, editing, publishing, marketing and PR services for industry professionals and financial firms. |
| Price: |
$19.95 |
| More Info: |
Contact Us For More Information |
|
Keywords For This Course:
Estate Planning
|
