WMCP 362 Strategic Wealth Management

This course provides an overview of applied goal-based wealth management strategies. These include income and investment tax planning, the rules and efficient use of tax sheltering accounts, asset location, savings and distributing retirement assets, planning for funding education, estate, and charitable goals, executive compensation, small business planning, diverse family structures, and managing defined contribution plans. Students will understand how to use accounts and strategies to more effectively help clients meet investment goals.