As a journalist writing about estate planning, Deborah Jacobs, Senior Editor at Forbes, likes to combine real life stories with practical advice. And that means she's always scouting for people who have implemented the strategies she's covering. In the process, she has found widespread misunderstandings about concepts that advisers assume are fundamental.
This class, with 45 minutes of lecture and 15 minutes of Q&A, will cover 10 of these common misunderstandings.
Students will leave this class with answers to all of these questions:
This class hasn't been reviewed yet.