Events

True financial planning is a collaborative process between a client and advisor that encompasses all aspects of an individual's financial life. However, what does the financial planning process look like and what should the approach be? By examining academic theory and illustrative case examples, this course will explore how financial planning changes over a client's...

Dive into common tax penalties, how they are calculated, and ways to reduce them.

Advanced tax planning techniques for affluent individuals and families.

A deep dive into the complexities of tax accounting for estates and trusts.