Tax benefits of Retirement Planning online course
The purpose of this short course is to identify and discuss various tax benefits that a client may access through conducting a comprehensive retirement planning exercise. These tax benefits are discussed in theory and through the use of practically applied examples.
In this course, financial planners are enabled to identify these opportunities within the retirement planning process so as to provide the most suitable recommendations to clients. Tax efficiency is almost always of vital importance to clients.
Once you have successfully completed this course, you will be able to:
- Identify and discuss various tax benefits that a client may access through conducting a comprehensive retirement planning exercise.
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