In this content-rich, interactive course, learn proven formulas behind building wealth, tax strategies to improve cash flow, plus the short- and long-term benefits of various investment environments. Also covered: Pension and retirement planning. Learn about current pension laws and advantageous tax strategies to support pension planning, plus where to find the money to fund retirement plans.
The course also covers best practices for purchasing or transitioning ownership of a practice, how to work with partners or associates, and how to improve the efficiency of your practice. Using our “real life” case studies, this course helps you determine how your practice compares to similar practices, and evaluate how you’re tracking on the path to financial freedom.
Watch this exciting onDemand webinar presented by Charles Loretto from Cain Watters.