Top of the First – The Convergence of Health Care and Financial Planning
Peter’s book, Top of the First – The Convergence of Health Care and Financial Planning, provides a comprehensive look at the central financial planning components of retirement health care. Learn important wealth accumulation and retirement income strategies impacting retirement health care planning.
- 4 hours of CFP® C/E credit
- 4 hours American College recertification C/E for CLU®, RICP®, WMCP® (self reporting)
- 4 hours CIMA®, CPWA® (self reporting: ID 17BBR003)
- Purchase and read the book then take a 40 question quiz (book sold separately)