| Course | |||||
|---|---|---|---|---|---|
 | $200.00 CBEX Historically low interest rates and higher income taxes have led to an increased interest in charitable planning. Today, many taxpayers are searching for new ways to maximize their deductions. In the current financial and tax environment,... | ||||
 | $200.00 CBEX This course explores all aspects of employee compensation, and provides real-life examples of compensation options, health and life insurance strategies, and fringe benefits to help you understand the important and sometimes unexpected... | ||||
 | $200.00 CBEX Estate planning has been directly affected by numerous, significant revisions to the law, most recently by the Tax Cuts & Jobs Act of 2017. When rules change, every estate planner must stay completely up-to-date with all the opportunities—and... | ||||
 | $200.00 CBEX This course review estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues,... | ||||
 | $200.00 CBEX This course covers cash and budget management, debt, retirement planning, tax and investment issues, risk management, estate planning and more. Complete with the key principles, processes and practices of financial planning, this must-have... | ||||
 | $200.00 CBEX Financial advisors, CPAs, tax attorneys and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. Every area of tax planning covered in this course is accompanied by the tools... | ||||
 | $200.00 CBEX This course is specifically tailored for non-insurance professionals, and has been newly revised with an increased emphasis on techniques that can be used for personal and business clients. Financial planners, tax advisors, and estate planners... | ||||
 | $200.00 CBEX This course helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the... | ||||
 | $200.00 CBEX Life insurance remains one of the cornerstones of financial planning. If you provide life insurance to planning to clients, or are looking to expand your business in this key area, this course is mission critical.
This course covers:
- The... | ||||
 | $200.00 CBEX The course provides advisers with the most up-to-date information about the creation, administration, and modification of trusts for legal and estate planning professionals. This course delivers an expert overview of general trust information,... |
