Leaving a Legacy: How to Pass Assets to The Next Generation 1 Credit
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Many of us want to help those we love by leaving behind a legacy that will give them the best start in life or allow them to continue living out their lives with confidence and certainty. For some, filling our lives with luxury is a key motivation to make money, but for most of us, helping those we love is also a major motivation.
A certain amount of planning is necessary when transferring assets to the next generation—either during or after your lifetime. The complexity of the plan will vary depending on the potential size of your estate and your family dynamics.
Whether you are just starting to think about your estate plan or are looking to update an existing plan, this course can provide you with the tools and knowledge you need to ensure that your assets are transferred to the next generation in a way that aligns with your goals and values.
Key topics covered in this course:
Join this CPE Finance webinar it will help you in developing a sound action plan for the future while assisting you in understanding the mechanics of estate planning.
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JA
This webinar was very thought provoking regarding personal and client-related situations. I will evaluate my personal and business assets and pass on recommendations for clients to review their personal and business estate management program(s). Thank you for starting the conversation.
JC
This was a very informative webinar. The instructor had good topics to discuss and thought the webinar was interesting and informative.
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