Leaving a Legacy: How to Pass Assets to The Next Generation 1 Credit
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Dec 26, 2024 | 04:00 PM
ET
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.
Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
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Pre-requisites
Advance Preparation
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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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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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