Financial Planning in the 21st Century 103377-2-IA
6 CE credits • James Morrow, BA, MA, LUTCF, CLU
- Location Course
- IA Course No. 103377 (General)
- CFP Board Program ID #256081
This study is focused on what a personal financial plan should look like in the 21st Century. We will discuss the differences between the 20th and the 21st Century needs for a personal financial plan for individuals and families. You will have learn some more complex strategies and tools that can be employed to meet the challenges of the financial planning in the 21st Century.
NOTICE: Insurance Fraud - It Affects Everyone (8:30-11:20am) is also offered on this date at this location.
|Event Name:||Financial Planning in the 21st Century 103377-2-IA|
|Show Event Date:||18 Jul, 2019|
|Individual Registration Rate:||85.00|
|Address:||1501 E. Orange Rd.,Tama Hall, Room 106, Waterloo, IA 50704|