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DTSTAMP:20260420T171708Z
DTSTART:20260625T150000Z
DTEND:20260625T223000Z
SUMMARY: Advanced Personal Financial Planning Update 26-27
DESCRIPTION: New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives\, this course reviews the latest financial strategies and planning changes from the past year in insurance\, investments\, tax\, estate and retirement\, including Social Security and Medicare. Additionally\, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities\n 
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