Your clients rely on your expertise to mitigate risks and strategically position themselves for future financial success. This course is designed to keep you informed about recent developments, including the implications of new tax laws on financial planning, tax management within investments, and effective client communications through the establishment of Trusted Planning Relationships.
Learning Objectives
• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment when c reating trusted planning relationships
• Learn how to leverage various tools and techniques to serve your clients better.
Major Topics
• Planning Around New Tax Laws Creating Trusted Planning Relationships
