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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
Click here for master schedule.
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Continuing Education Approvals

Delaware - 3 GEN

Maryland - 3 LH

Pennsylvania - 3 GEN


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