Understand the basic concept of retirement benefits – its history, the current landscape and what it means for you and your clients.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
This CPE course can be purchased individually, or as a part of the Fundamentals of Fundamentals of Personal Financial Planning program.
Understand the key concepts and potentials concerns related to helping clients plan for their future retirement and financial independence.
Understand the basic concept of retirement benefits − its history, the current landscape and what it means for you and your clients today and in the future − by exploring the following topics:
With real-life scenarios and practical guidance, understand how the various retirement funding options fit into a client's overall financial goals, so you can develop a comprehensive and practical financial plan for your clients.
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