As Benjamin Franklin so eloquently stated, “There are only two certainties in life, death and taxes.” This course will help you aid your clients in both these pivotal planning areas by providing an overview of the three personal Federal tax areas as well as the use of trusts and other strategies to both save tax dollars and pass wealth to heirs.
September 26, 2018
Alexandria Golf Club, 2300 North Nokomis Street N.E.
Approved Insurance CE, Mortuary Science or CFP® Hours
Bryan Ventures is a leading insurance continuing education provider. Each year we deliver thousands of insurance CE courses for insurance and financial planning professionals. We offer both live classroom insurance CE courses as well as online insurance continuing education credit hours which includes a variety of required insurance CE courses such as Ethics, LTC Partnership refresher, NAIC Annuity Suitability, and important continuing education classes accepted by the Certified Financial Planning Board of Standards (CFP®) like the CFP Board Code of Ethics.