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Details Of: | 305J: Determine How Much Money You Need to Retire--Tax & Money Management Ideas |
| Date: | 11/10/2009 (8:30 AM - 4:15 PM) |
| Calendar: | NCACPA Calendar (Seminars) |
| Summary: | Estate and Financial Planning |
| Description: | This course will give CPAs the knowledge to help implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance. It discusses investment tax planning and money management issues, asset allocation and portfolio management, tax-adjusted time value principles, and asset risk/return and income-tax relationships. |
| Contact: | NCACPA Member Service Center (800) 469-1352 |
| Link: | Click here to register for this event. |
| | Location: | Hilton Charlotte Executive Park
5624 Westpark Drive
Charlotte, NC 28217
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