MYCPE ONE

Pre-Death Planning: Securing Clients’ Future 1 Credit 1 Credit

May 27, 2026, 02:30 PM EDT

Pre-Death Planning: Securing Clients’ Future 1 Credit 1 Credit

  • Warren Bergstein

    | CPA, AEP©

  • Rating

    4.6

  • Published on

    November, 2025

  • Subject Area

    Finance

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May 27, 2026, 02:30 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Discuss pre-death planning strategies for client security.
  • Identify family goals that align with financial responsibilities.
  • Analyze planning steps to address life’s uncertainties.
  • Explain how to safeguard clients and planners effectively.
  • Explore methods to provide peace of mind reviews.

Course Overview

Life can be unpredictable, and financial planners must be ready to guide clients through uncertain times. Pre-death planning and preparation for life’s unexpected events are essential to ensure both clients and advisors have peace of mind. But what areas need attention to make sure everything is truly in order?

This CPE course explores practical ways to protect clients and planners by using proven pre-death planning techniques. It also highlights the importance of reviewing family goals and obligations so that no critical detail is overlooked. Participants will discover how careful planning provides structure, reduces stress, and brings clarity to future decision-making.

Major Topics:

  • Pre-death planning techniques
  • Family goals and obligations
  • Client and planner protection
  • Addressing life’s uncertainties
  • Peace of mind reviews

By completing this CE course, financial planners will be equipped to support clients in organizing their affairs, addressing uncertainties, and achieving peace of mind through thoughtful planning.

For more CPE Finance Courses, Click here.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344757) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE009) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE009) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 25MYCPE009) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for CIPM 1 PL Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344757) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for CIPM 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible

Additional Information

Credit

1

Credit

1

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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 through its website: www.nasbaregistry.org.

CFP BOARD APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC, is an approved Continuing Education (CE) provider registered with the Certified Financial Planner (CFP) Board (Provider Number - 8061). CE credits are granted based on a 50-minute hour, in accordance with the standards set by the CFP Board. Please note that the CFP Board has the final authority on the acceptance of individual courses for CE credit.

IWI APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC has entered into an agreement with the Investment & Wealth Institute (IWI) (Provider Number – 222714) to meet the requirements of Investment & Wealth Institute (IWI) CE Requirements, covering maintenance of attendance records, retention of program outlines, and length of class hours. Sponsor agrees that all CE programs offered for acceptance by Investment & Wealth Institute (IWI) are and will remain correct and current in content and format, and contribute to the continuing competence of Investment & Wealth Institute (IWI) professionals. Credit earned by attendees will be reported directly to the Investment & Wealth Institute (IWI) as required of all providers. To ensure your CE hours are reported, update your profile in My Account. Please note: IWI Institute ID is mandatory for all CIMAs, CPWAs and RMAs.

Step into the world of CPA CPE courses with MYCPE ONE. Our online courses make earning your CPA CPE credits simple and stress-free. Covering a variety of topics taught by experienced professionals, we offer the flexibility to learn on your schedule and at your pace. Say goodbye to outdated methods and hello to a smarter way to grow your expertise. Start your journey to professional success with us today!

About Instructor

Warren Bergstein

Warren Bergstein | CPA, AEP©

Account Executive, Adelman Katz & Mond LLP

  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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 professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

Excellent (63%)

Very Good (29%)

Average (8%)

Poor

Terrible

KS

Karen Scott, CPA (US)

5

This presentation was excellent. It made even me think, and I am managing my sister's estate, which included setting up special needs trusts, as well as my and my husband's estate. He hit on exactly what I have been worried about. Where is everything!

AL

Anne Lennstrom, AFSP

5

instructor is very knowledgable . learned addl info in planning

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Securing Clients’ Future

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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