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CONTINUING EDUCATION - Course Listings - Guide to Financial Planning Concepts
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Guide to Financial Planning Concepts
Date: August 15, 2024
Time: 9:00 am to 5:00 pm
Location: Virtual via Zoom
Credits: 8
Cost: $ 149.00
Course Type: Financial
Instructor: David Geistwite
Course Description: This course will take a detailed look at the six keys to financial planning concepts we will discuss risk management focusing on Insurance planning arrangements. Cash Management discussions will show your clients how to handle their budgets. Investment planning will address risk vs. rewards and mutual fund investing. Tax Planning will address some of the newer tax law changes passed under TRA97. Retirement planning will discuss the ins and outs of qualified plans such as 401k�s and the new IRA legislation. And lastly Estate planning discussions will focus on some basics about conserving as much of your estate as possible.
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Pricing Structure
CE Course Pricing
 1 Credit Course $49.00
 4 Credit Course $79.00
8 Credit Course $149.00
(2) 4 Credit Courses $158.00
CE Packages
12 Credits $199.00
16 Credits $249.00
20 Credits $299.00
24 Credits $349.00
Tel: 866.233.6796 Fax: 877.807.6178 [email protected] 2520 Oakwood Lane, Harrisburg, PA 17110