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1. Retirement Planning [Courses]
Learn the key components of a comprehensive retirement needs analysis. Stock options, non-qualified deferred compensation plans, non-pension-related benefits, tax favored corporate retirement plans, and non-corporate retirement plans will be exp...
... )( Section 1) Quarter: WINTER 2024 Instructor Jeffrey Nelson, CFP® has held several roles serving ... net worth clients in the financial services industry, notably as a relationship manager, wealth management advisor, and ...