"An investment in knowledge pays the best interest." - Benjamin Franklin
♦ Estate Planning
Estate and gift taxes, generation skipping transfer taxes, trusts, powers of attorney, Uniform Gifts to Minors Act and more — all in bite-sized lessons.
♦ Retirement Planning
Test your knowledge in Social Security, qualified plans, investment strategies, taxation, LTC and other retirement planning topics with this program.
♦ Business Planning
Forms of business, business valuation, business continuation and executive benefits — explained in easy-to-assimilate segments.