Financial and Estate PlanningTopics

Key topics covered

  • Investment Fundamentals & Terminology
  • Roles of Financial Products & Services
  • Financial Planning History & Process
  • Risk Comprehension & Management
  • Insurance Fundamentals & Terminology
  • Mitigation Techniques
  • Tax Code Fundamentals & Terminology
  • Retirement Plans
  • Creating Sustainable Income
  • Pension and Distribution Options
  • Charity Involvement
  • Professional Communication Techniques

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Executive and Professional Education
11200 SW 8th Street, CBC 223
Miami, Fl 33199
Office: 305.348.4217
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