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| Financial Planning Resources
General | Tax Planning and Investment Management | Retirement and Estate Planning
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| Retirement and Estate Planning |
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Preparing for the Retirement Boom
 More info
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Financial Planning by the CPA Firm
Online course, 4 credits, $79.96
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Retirement Security: Understanding and Planning Your Financial Future
Complete, candid, and insightful advice to separate fact from fiction
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Misconceptions and Problems with Social Security
Online course, 1 credit, $19.99 |
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J.K. Lasser's New Rules for Retirement and Tax
Make the most of retirement planning under the new tax law
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J.K. Lasser's New Rules for Estate Planning and Taxes
More info
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Valuing Post-Death Claims Against an Estate
Online course, 1 credit, $44.99 |
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Estate and Business Succession Planning: A Legal Guide to Wealth Transfer, Special Tax Edition
Effective estate and business succession planning under the new tax law
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Annual Gifting: Benefits and Pitfalls
Online course, 1 credit, $44.99 |
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WealthBuilding: Investment Strategies for Retirement and Estate Planning
Real-life financial strategies for true wealth
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Advising Mature Clients : The New Science of Wealth Span Planning
Financial planning for the changing needs of an aging society
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Elder Care Financial Planning
Online course, 1 credit, $44.99 |
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Managing Family Trusts: Taking Control of Inherited Wealth
Uncompromising, nuts-and-bolts guide to the world of family trusts
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Handling Itemized Expenses of Trusts
Online course, 1 credit, $44.99 |
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Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors
Step-by-step approach to estate planning that equips financial advisors to help clients tackle this important process once and for all
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The Importance of Beneficiary Designations
Online course, 1 credit, $44.99 |
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Ernst & Young's Retirement Planning Guide, Special Tax Edition
The indispensable guide to detecting and solving financial crime in the office
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