Global Certificate in Retirement Legacy Building

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The 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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With the increasing demand for experts who can help clients manage their retirement finances and create a lasting legacy, this course is a valuable asset for career advancement. It equips learners with essential skills in managing trusts, understanding tax implications, and ensuring that estate plans align with clients' values and goals. By completing this course, learners demonstrate a commitment to ethical practices, professional development, and client-centered service, setting them apart in a competitive industry.

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โ€ข Estate Planning: Understanding the basics of estate planning, wills, trusts, and probate.
โ€ข Legacy Investing: Strategies for growing and preserving wealth for future generations.
โ€ข Charitable Giving: Maximizing the impact of charitable contributions and tax benefits.
โ€ข Family Governance: Establishing policies and procedures for managing family assets and conflicts.
โ€ข Intergenerational Wealth Transfer: Techniques for transferring wealth while minimizing taxes and maintaining family values.
โ€ข Retirement Income Planning: Creating a sustainable income stream in retirement.
โ€ข Risk Management: Identifying and mitigating potential risks to retirement assets.
โ€ข Social Security and Medicare Planning: Optimizing benefits and coverage.
โ€ข Tax Planning: Minimizing taxes in retirement and beyond.
โ€ข Health and Long-Term Care Planning: Preparing for future health care needs and costs.

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็คบไพ‹่ฏไนฆ่ƒŒๆ™ฏ
GLOBAL CERTIFICATE IN RETIREMENT LEGACY BUILDING
ๆŽˆไบˆ็ป™
ๅญฆไน ่€…ๅง“ๅ
ๅทฒๅฎŒๆˆ่ฏพ็จ‹็š„ไบบ
UK School of Management (UKSM)
ๆŽˆไบˆๆ—ฅๆœŸ
05 May 2025
ๅŒบๅ—้“พID๏ผš s-1-a-2-m-3-p-4-l-5-e
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