Leaving a Legacy: How to Pass Assets to The Next Generation

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Leaving a Legacy: How to Pass Assets to The Next Generation

Date

May 29, 11:30 AM ET

Drew Stevens

Learning Objectives

To explain the elements of estate planning.
To identify, compare, and contrast a variety of estate planning methods.
To analyze the difference between a will and a trust.
To create an estate plan just after completing the webinar.

Course Description

This course is valid up to December 31, 2024, for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Many of us want to help those we love by leaving behind a legacy that will give them the best start or allow them to continue living 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:

8 Essential Planning Pillars
Generational estate planning
Failing to plan can be expensive
Medical preparedness
Caring for heirs
Annual gift giving
Create an irrevocable trust
529 college savings programs
IRA conversions
Whole life insurance
Business continuity and succession planning
Special needs trust
Things to consider

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.

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CE Credit of Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 321284)
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
1 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

Ratings and Review

4.6

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Jane Hatton, CPA (US)

I enjoyed the course. I was hoping for more hard copy materials to take away but a good hour of overview.

Kendra Irving, CPA (US)

The CPA class was very well organized, and the information flowed and a great way.

Rhonda Jones, CPA (US)

Drew was very thorough. I will look for additional topics he presents.

Darla Prevish, CPA (US)

One of the best sessions I have attended. Very informative!

Jenny Clowes, CPA (US)

good information. will likely watch again to capture more

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Leaving a Legacy: How to Pass Assets to The Next Generation

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Jane Hatton, CPA (US)

Kendra Irving, CPA (US)

Rhonda Jones, CPA (US)

Darla Prevish, CPA (US)

Jenny Clowes, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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