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Financial Planning and Wealth Management

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Financial Planning and Wealth Management are key skills needed for today’s leaders. In this course you will be presented with the key information needed to help you understand the basic aspects of estate planning and various methods of property transfers, gifts and gift tax. In addition Information is presented regarding The Gramm-Leach-Bliley Act which requires institutions to disclose privacy policies, and limits instances in which consumer information can be shared. Also covered is Insurance Concepts, Mutual Funds & Retirement Planning. Details

Details

Class / Program / Event Categories:
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Venue

Online 24/7

Organizer

LFCC Workforce Solutions
Phone:
540-868-7021
Website:
https://lfccworkforce.com/