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05/16/2019 No Portfolio Is An Island – David Blanchett – Register here – Rebroadcast
May 16, 2019 @ 12:00 PM - 1:00 PM EDT
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Financial assets such as stocks are only one component of an investor’s total economic worth. Other assets such as real estate and pensions often represent a significant portion of an investor’s total wealth, but are commonly ignored. How can we help our clients prepare for retirement by considering their total wealth?
CFP BOARD – CE Quality Partner – Retirement Resource Center
This course is brought to you from a recent live webinar and will be REBROADCAST on Thursday, May 16, 2019, 12:00 PM – 1:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this on-demand recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
The course is $29 for non-subscribers or free for subscribers. Subscription includes this no-quiz rebroadcast webinar, and 60+ live, rebroadcast, and on-demand courses – 90 Days for $99 or 365 Days for $199. Become a Subscriber and save on CE.