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jayce lowe
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Decks in this class (12)
Lesson 1
3 approaches to financial planning,
Financial planning process,
Life cycle planning
13
cards
Chapter 7 - Estate Planning for Special Needs
Special needs,
Exclusion vs deduction,
Deductions related to special needs
4
cards
Chapter 8 - Estate Planning for Special Needs Families
Durable power of attorney,
Living will,
Letter of intent
18
cards
Section 4 Quiz Qs
What is an unreimbursed medical e...,
Impairment related expense,
Living arrangements
6
cards
Section 2 Quiz
What form will someone need if th...,
What is a completed gift
2
cards
Section 3 Quiz
What powers make an irrevocable t...,
Gift splitting,
Gstt
6
cards
Section 1 Quiz
As clients age,
Which step in the financial plann...,
A financial advisor who is counse...
3
cards
Lesson 5
Costs of divorce,
Financial responsibilities,
Pre divorce
23
cards
Section 5 Quiz
The valid purpose for spousal sup...,
Financial aid for blended familie...,
Division of a pension during a di...
5
cards
Section 6
Hot hand fallacy,
Why do investors hold inefficient...,
Anchoring and adjustment is what
17
cards
Lesson 7
Step 1 accumulation vs decumulation,
Step 2 ratio replacement method,
Step 3 expense method
10
cards
Lesson 7 Quiz
Step 3 retirement income planning...,
The engagement letter should addr...,
An advisor is helping a client pr...
9
cards
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CHFC 347
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