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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...
... 00159 ID/Units: MGMT X433.8 (4.00)( Section 1) Quarter: SUMMER 2021 Instructor Avi K. Pai, CFP®, AIF® is a co-founder& fee-based financial planner in the office of Provence Wealth ...
Learn how apply the knowledge acquired from the required Personal Financial Planning curriculum to create a complete financial plan from the ground up. Client counseling, data gathering, presentation, and implementation of financial plans will b...
... 00160 ID/Units: MGMT X433.21 (4.50)( Section 1) Quarter: SUMMER 2021 Instructor Avi K. Pai, CFP®, AIF® is a co-founder& fee-based financial planner in the office of Provence Wealth ...