Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.
DESIGNED FOR
All CPAs
BENEFITS
- Create a comprehensive employee training program integrating retention techniques, life insurance policy management, and estate tax mitigation strategies to optimize organizational sustainability and financial planning.
HIGHLIGHTS
- Employee retention
- Business Exit Planning Insurance
- Estate Planning
COURSE LEVEL
Basic
ADDITIONAL NOTES
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.