Secure Your Legacy: Estate Planning Strategies for Financial Advisors 1 Credit
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Are you interested in a CPE webinar that can help you understand estate planning better and help you serve your clients more effectively? Estate planning has become a buzzword for every financial advisor, and with good reason. With the right planning, your client's legacy can be protected from estate and inheritance taxes.
This online webinar by Drew Stevens will provide you with insights into estate planning that can help you serve your clients better. As a financial advisor, you are in a unique position to help your clients plan for the future and assemble all the necessary professionals to create a fully funded family estate plan.
During the CPE Finance webinar, you will learn about the importance of proper prior planning and why including estate planning will make you a better fiduciary. You will also get a chance to compare and contrast trusts and estates, providing you with the knowledge you need to help your clients navigate the estate planning process with confidence. Don't miss out on this opportunity to enhance your estate planning skills and provide your clients with better service.
Key Topics discussed in this webinar:
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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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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.
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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 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.
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. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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.
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.
RW
myCPE provides excellent seminars on subjects that have a great amount of influence on how we provide assistance to our tax clients. The presentations are well though through and presented by excellent instructors who have not only the ability to understand tax and legal codes but also the right feelings for helping our clients who have needs that go beyond the overwhelming amount of docuemtns produeced by the IRS for us to annually fill out.
MG
very good overview from drew as always!
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