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Course Catalog > Personal Interest > Personal Business & Finance

Tax & Income Planning Strategies   

Are you approaching retirement or newly retired? Learn the principles of sound tax and retirement income planning with emphasis on the new tax code changes. Discover strategies designed to accomplish common objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and providing a legacy.
 
Tax & Income Planning Strategies (0.4 CEUs)
Item: 37402 Richard Keppler
10/12/2023 - 10/19/2023 EVAMT AMTEC, AMT 151 Lecture
6:30 PM - 8:30 PM Fee: $49.00
2 Th Sessions. Number of Sessions: 2 AMTEC, AMT 151 Lecture - Th 6:30PM - 8:30PM  
 

Tax & Income Planning Strategies (0.4 CEUs)
Item: 20357 Richard Keppler
2/22/2024 - 2/29/2024 EVAMT AMTEC, AMT 155 Lecture
6:30 AM - 8:30 AM Fee: $49.00
2 Th Sessions.   
 

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