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Charlotte, NC

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Phone (704) 687-8900
Price See Website
Age Suitability None Specified
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Transitioning Last Year's Client Tax Return into This Year's Financial Planning Advice

Thursday, Nov 21, 2013 8:30a

This course will teach you how to become more comfortable spotting the issues that will help you assist your clients, either directly or indirectly, with financial matters. Participants will discuss how to develop a more interactive relationship with clients and become a more valuable financial resource.

Created by UNCCExAP

Location & Nearby Info
UNC Charlotte Center City Campus
320 E. Ninth St.
Charlotte, NC 28243
(704) 333-9755
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