![]() New Rules Boost Financial Protection For Seniors But Getting Them To Opt In Can Be A Delicate Process Earning this certificate gets you one step closer to the Personal Financial Specialist credential, setting you apart from other CPA and non-CPA planners. And being ready to address this issue and other planning topics with your clients can contribute to your firms continuing success.Įxpand your knowledge and demonstrate your expertise through the AICPA Retirement Planning Certificate program, a series of courses covering the retirement planning life-cycle. Smart tax planning plays a vital role in a retirees long-term financial security. Read Also: Social Security Retirement Benefits Information Tying It All Together
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