Instructor
Anthony Rocca
Instructor
Building on concepts presented in the course “Integrated Estate, Financial and Asset Protection Planning – A Breakthrough Approach,” this program includes a variety of examples and covers several applications regarding the implementation of estate planning, financial planning and asset protection planning. Practical examples are reviewed, using actual situations and numbers, allowing attendees to understand integrated estate, financial and asset protection planning techniques. Although this course builds on and goes into more depth than the introductory course, one need not take the first course to benefit from this one.
CPAs, financial planners, attorney, insurance agents, bankers