Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Financial Planning
Getting beyond the Financial Markets to Personal Meaning (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Financial Planning
This article appeared in the March 2020 Journal of Financial Service Professionals.
Financial Planning
Income-Shifting Strategies for Those with Children (Journal Article)
This article appeared in the March 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Self-Study)
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Accounting & Tax Planning
Individual and Financial Planning Tax Camp (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Accounting & Tax Planning
Key Current Financial and Economic Issues Facing the Financial Executive (Surgent Webinar)
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Financial Planning
Life and Financial Planning in the Time of COVID-19 (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals. Preview this article.
Accounting & Tax Planning
Long-term Care and College Saving: Critical Topics for Today’s Practitioner (Surgent Webinar)
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.
Accounting & Tax Planning
By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.