- Understand life insurance for both income and estate planning
- Identify strategies that are effective following estate and gift tax reform
- Understand options available to baby boomers as they reach retirement in light of Social Security
I want to download the manual (included in the registration fee)
I want a copy of the printed manual (additional $10 fee)
State societies: Course descriptions are updated throughout the year. Please go to http://www.surgentcpe.com/statesocieties to view the most up-to-date course description.