CPE Course Information
General Information
Course Number: | W010521 |
Course Title: | WEBINAR: Ultra-High Net Worth Planning Strategies - State Sponsored - 1 hour |
Description: | This course will focus on the strategies available to Ultra-High Net-Worth clients to improve diversification and returns. We will also discuss the specific needs of business owners when approaching retirement. |
Speaker: | Brian Bohn, CPWA, CFP, CPFA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - State |
Date: | 05/13/2021 |
Number of Days: | 1 |
Location: | Webinar |
Address: |
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CPE Credits: | 1 Credits Other |
Host Chapter(s): | State |
Registration Information
Registration Begins: | |
Start Time: | 12:00 p.m. |
End Time: | 1:00 p.m. |
Pricing
PSTAP Member Rate: | 35.00 |
Non-Member Rate: | 59.00 |
Cancellation Policy
No show - No refund - no exceptions. No refunds will be issued after links to access webinar and course material have been sent. Please check spam/junk folders. |
Additional Information
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