A To Z Guide to Financial Planning

With: Delmar Gillette

A To Z Guide to Financial Planning

Session#: 930-02

This is an encore presentation of an A to Z Guide to Financial Planning. The presentation time is longer and the course is modified to better cover the material. The field of financial planning has a hodgepodge of legal, tax, insurance, and investment terms unique to its industry. This session will not teach you how to become a financial planner, but it will help you better understand the jargon used in the industry. As a result, you'll be better prepared to assist your clients, not only during tax season, but throughout the year and for years to come.

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