Global Certificate in Retirement Legacy Building
-- ViewingNowThe Global Certificate in Retirement Legacy Building is a comprehensive course designed to empower finance professionals, lawyers, and advisors to guide clients in creating a lasting legacy. This certification focuses on critical areas such as estate planning, wealth management, and retirement strategies, making it highly relevant in today's aging population.
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⢠Estate Planning: Understanding the basics of estate planning, wills, trusts, and probate.
⢠Legacy Investing: Strategies for growing and preserving wealth for future generations.
⢠Charitable Giving: Maximizing the impact of charitable contributions and tax benefits.
⢠Family Governance: Establishing policies and procedures for managing family assets and conflicts.
⢠Intergenerational Wealth Transfer: Techniques for transferring wealth while minimizing taxes and maintaining family values.
⢠Retirement Income Planning: Creating a sustainable income stream in retirement.
⢠Risk Management: Identifying and mitigating potential risks to retirement assets.
⢠Social Security and Medicare Planning: Optimizing benefits and coverage.
⢠Tax Planning: Minimizing taxes in retirement and beyond.
⢠Health and Long-Term Care Planning: Preparing for future health care needs and costs.
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