Description
The next wave of career professionals have begun their ascent in the workforce. While focusing on their careers, they are also challenged with managing family finances at both ends of the spectrum – for their children and parents. This course will cover such topics as Life and Wealth Planning, Barriers to Wealth Accumulation, as well as Tax Advantage Investment Vehicles. Other discussions will be managing family finances, Investment Strategies and Risk Management.
Material Fee: $25 due with registration.
