ACA Webinar (open to non-members): Why Real Estate Matters in Personal Financial Planning

When:  Sep 6, 2012 from 02:00 PM to 03:00 PM (ET)

This seminar explores the way real estate holdings affect the financial planning picture for individuals and what a holistic financial planner needs to consider about real estate when giving financial planning advice.

LEARN:

  • How real estate functions in the Five Fundamentals of Fiscal Fitness
  • The purpose of real estate in Functional Asset Allocation
  • A working understanding of the documents used in various real estate transactions

Earn as much as 1.0 CPE in Administrative Practice: Personal financial Planning from NASBA

Earn as much at 1.0 CE in Financial Planning from the CFP Board


Click HERE to register.  Registration is required.  Connection information for the webinar is available on the last page of the registration process.

This free group internet based webinar is a basic level presentation.  

Prerequisites:
None

Advanced Preparation:
None

For more information please contact Joy McShane Oyler. 

If you have a complaint about this or any other ACA sponsored CE presentation, please contact Cathy Stegmaier, Executive Director or Rosanna Norwood, Executive Assistant.


The Alliance of Cambridge Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education of the national Registry of CPE Sponsors.  State boards have the final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.learning mark

Contact

Joy Oyler
888-834-6333 ext 705
joyo@acaplanners.org

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