Covers tax rules, marital planning, gifts, insurance planning, generation-skipping tax, small business considerations, and more. Course includes text, test booklet and grading service. Course includes text, test booklet and grading service. Financial Planning for Baby Boomers Baby boomers are the first generation required to plan for decades of income in retirement, making financial planning essential. This course covers the basics of investing for retirement, including information on banks, insurance companies, brokerage firms, and mutual funds.
Course includes text, test booklet and grading service.
Financial Planning for Divorce Help your clients plan for the long-term financial consequences of divorce. This course is a practical guide to evaluating assets during divorce. It explains how to determine the real value of marital property including houses, businesses, retirement plans and investments and how to negotiate a settlement that is fair to both sides. Course includes 245-page paperback text, test booklet and grading service. This course shows every empty nester how to afford the type of lifestyle they want while explaining how to invest in order to guarantee that today's lifestyle will be affordable tomorrow.