Live CE Webinar
So You Made Some Money. . . Now What? Financial Planning from Salary to Social Security
So you made some money. . . now what? This course will help to identify functions of personal financial planning and how risk management tools can be used in meeting a family's financial planning objectives. It will assist in exploring retirement planning and time value of money concepts as well as the role of Life Insurance, Annuities and Mutual Funds in meeting personal financial planning objectives. Instructor: KAREN KLAASSEN, CLU, LUTCF
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Continuing Education Approvals
Delaware - 3 GEN
Maryland - 3 LH
Pennsylvania - 3 GEN