Speaker:  Shawn Johnson, ChFC, CLU, CLTC 

This course will provide insight into the importance of investment portfolio design to build wealth within the context of a comprehensive financial plan. An overview of qualified and non-qualified investments account types will be provided, with a discussion on tax efficient investing, as well as portfolio design and alternative investment strategies. A comprehensive hypothetical financial plan will be reviewed to help understand additional considerations that need to be addressed in the planning process to promote success.

Speaker contact: sjohnson@th-online.net

Ability to earn CE expires in May 2026, content is available until May 2028.