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*Determine the interplay between the financial planning and medical worlds in today’s environment.
*Identify how COVID has affected financial planning projections, insurance planning, estate planning, and the delivery of financial planning services.
*Distinguish the status of our health care system and upcoming coverage policies that will affect your clients.
*Financial planning projections, emergency planning, insurance planning, and estate planning
*The status of the health care system and what that means for your clients
Instructor: Carolyn McClanahan
CPE Credits: 2
Area of Study: Specialized Knowledge
Prerequisite: Basic knowledge of tax compliance and planning concepts
Who Should Attend: CPA, Financial planners, tax professionals, Other qualified professionals
3100 South Columbia RoadSuite 500Grand Forks, ND 58201
(701) 775-7111or (877) 637-2727 Email: email@example.com