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Join our "Trustee Financial Planning: Intermediate Certification" course, where we delve into the essential skills and knowledge required for effective trustee financial management. This comprehensive program is tailored for aspiring trustees seeking to enhance their financial acumen in Insurance, Trust Services, Tax Planning, and Real Estate. Throughout the course, participants will engage with expert instructors, including an IRS Enrolled Agent and Tax Strategist, ensuring a robust understanding of IRS compliance. By the end of the program, participants will earn certification and gain valuable insights to foster better financial planning strategies, making them more adept and marketable as trustees in the competitive landscape of financial services.
You can also join this program via the mobile app. Go to the app