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Part-time Instructor, Certified Financial Planning The candidate will be responsible ... follow-up as requested. Run class time schedule in accordance with course ... requirements as dictated including attendance, time schedule,..
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Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..
... the following areas: Individual tax planning and compliance. Entity tax planning and compliance. Trust / Estate / Gift tax planning and compliance. Will continue to ... and execute tax..
... Paralegal The candidate will be part of the Elder Law team, ... Guardianships, preparing Advance Directives, preparing Estate documents and filing with the ... on all interested parties. Draft..