Retirement Planning

Learn about retirement planning for the individual, the business owner and the business. Topics include qualified plans, non-qualified plans, IRAs and retirement needs for individual clients. We'll study the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet your client's needs, along with personal retirement planing and retirement distribution planning.
View the course outline: CFE 8005

 

Course schedule for dates, times and locations

    Call 704.330.4223 or visit our online registration to enroll in this course.