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Leader(s):
Prerequisite: None.
Preparation: No advance preparation required.
Level of Knowledge: Overview.
CPE Credit: 8 Hours.
Other courses related to this topic:
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All Rights Reserved
Center for Professional Education
370 Reed Road, Suite 227
Broomall, PA 19008-4098
(610) 328-7086 |
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Financial Planning for 2010 & Beyond |
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In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. This fast-paced seminar will help you to get your financial plan back on track and to shore up its ability to achieve your long-term goals and objectives. You'll be able to combine the lessons learned from the financial crisis with recent legislative and tax law changes to make sound, informed decisions. Topics it will cover include: five key lessons from the crash of 2008...traditional and Roth IRAs—to convert or not convert...financial issues of aging parents, including long-term nursing home care...12 ways to cut your taxes now...five things you need to know about 529 plans...dealing with rising health care costs...10 important estate planning steps to take now...making the best of a bad 401(k) plan...and much more. |
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