COURSE
Creating Wealth through Tax & Estate & Harmony of Investing
How to use tax planning to maximize the value of your or your client's estate and an in-depth review of investment options and how they all fit
schedule 1.5 hours4.3(26 ratings)
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CA$69
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auto_storiesINSTRUCTOR(S)
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Anna Knight, CFP
Speaker ■ Coach ■ Writer ■ Business Owner ■ Financial Planner ■ Creator of Prosperity Retreats
About this course
CPA Alberta
CPA British Columbia
CPA Manitoba
CPA New Brunswick
CPA Nova Scotia
CPA Ontario
Financial planning tax strategies can be a very powerful tool to maximize your income today, into retirement, and how much of your hard-earned dollars get passed on to the next generation. In this course, you will learn not only tax planning strategies for today, but also the basics of estate planning and how to use tax planning to maximize the value of your or your client's estate.
What does it take to invest vs gamble? How do all these products out there fit together? Where do I even start? Or am I going about building wealth correctly? And a depth review of investment options and how they all fit into a harmonious wealth-building tool.
This course includes:
schedule1.5 hours on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Feb 17, 2023
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
calendar_todayUpdated At Jul 27, 2024
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