Description
This course provides an overview of applied goal-based wealth management strategies. These include income and investment tax planning, the rules and efficient use of tax sheltering accounts, asset location, savings and distributing retirement assets, planning for funding education, estate, and charitable goals, executive compensation, small business planning, diverse family structures, and managing defined contribution plans. Students will understand how to use accounts and strategies to more effectively help clients meet investment goals.
Learning Objectives
Upon completion of this course, you will be able to:
• Evaluate the role of taxes on portfolio and wealth management decisions.
• Evaluate the relative benefit of tax-sheltered accounts.
• Evaluate retirement and education funding goals.
• Develop strategies for meeting estate planning goals.
• Develop strategies for meeting charitable planning goals.
• Identify the planning needs of business owners and executives.
• Recognize areas of specialized financial expertise.