This course equips you with the essential skills and knowledge needed to perform comprehensive retirement planning using Microsoft Excel. Through a combination of theoretical understanding and practical application, you will learn how to utilize Excel’s powerful tools to create realistic retirement assumptions, estimate expenses, assess funding needs, and develop strategies to address potential shortfalls.
By the end of the course, you will be proficient in leveraging Excel for data analysis, scenario planning, and visual representation to effectively plan for your retirement.
Elevate Your Greatness: Unleashing Potential for Success is a motivational mantra emphasizing the journey towards personal professional excellence. It encourages individuals to aspire to higher achievements and to unlock their full capabilities. By embracing this mindset, once can overcome obstacles, strive for continual improvement and ultimately reach their desired level of success.
Legacy planning involves strategically crafting and safeguarding the assets, values and goals that one wishes to pass on to future generations. It encompasses financial planning, estate planning and the transmission of personal values and wisdom. Mastering the art of legacy creation and protection entails creating a comprehensive plan that ensures the preservation and transfer of wealth, memories and values according to one’s wishes.
This course is tailored for CFPs who aspire to master estate planning with an innovative, integrated approach. In a world where the financial and legal landscapes are rapidly changing, this course breaks new ground by moving beyond conventional planning tools such as wills and trusts, proposing an integrated strategy that addresses the multifaceted needs of clients’ personal and business assets. This unique educational offering merges in-depth theoretical insights with practical, real-life case studies, to empower participants with hands-on experience, making the abstract principles of integrated estate planning tangible and actionable.
Aimed at CFPs who are committed to advancing their expertise or shifting their practice to embrace a more sophisticated, all-encompassing approach to estate planning, this course not only promises to transform your understanding and application of estate planning principles but also positions you as a leader in implementing integrated strategies that ensure the protection, preservation, and perpetuation of wealth across generations. By choosing to enroll, you are taking a step towards differentiating your practice through a comprehensive approach that harmonizes legal, financial, and personal considerations into a unified estate planning strategy. Embark on this revolutionary journey with Sifu Lee, and redefine the boundaries of estate planning to secure your clients’ legacies more effectively and with enduring impact.