curriculum

What You'll Learn

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In this course you'll learn about:

Planning Strategies

A financial plan is the cornerstone of a successful retirement.

Investing in Retirement

Find out what it means to build a world-class investment portfolio.

Tax Optimization

Our in-house experts share how to keep more of what's yours.

Estate Planning

A well-designed estate plan protects your legacy for the people you love.

Lifestyle Protection

Understand how disability, long-term care, or death may impact your plan.

Charitable Giving

Delivering strategies to help your wealth make an impact.

Achieve your goals

Retirement Success Masterclass

Offer EXPIRES ocT 18th, 2024

Selective Wealth Management is an investment advisor registered with the SEC. This course is designed to provide participants with essential knowledge and tools to plan for a successful retirement. The information presented in this course is educational in nature and intended to guide you through key concepts and strategies for retirement planning. It does not constitute personalized financial, legal, or tax advice.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

We recommend you read our full disclosure statement before deciding to purchase the course.