Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4

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Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

Date

May 10, 12:00 PM ET

Drew Stevens

Learning Objectives

To explain the importance of estate planning.
To discuss each state of estate planning to enjoy a financially secure retirement.
To analyze 3 important issues of estate planning that should be considered in advance of death.
To know why it is important to update the estate plan regularly as life happens.
To explain What is a special needs trust.

Course Description

One of the most searched questions online is “How do I get my affairs in order.”

COVID-19 made us painfully aware of the need for estate and medical preparedness planning, and what can, unfortunately, happen when this isn't done.

What do Jimi Hendrix, Bob Marley, Pablo Picasso, Abraham Lincoln, and Ann Heche all have in common? How about Queen Elizabeth and Priscila Presley? High-profile celebrities allow us an inside look at the horrors that come from failing to plan for their demise.

We all know that we have a 100% chance of dying. Survivor planning, legacy planning, and care for minor and/or special needs all are integral parts of assuring what you've accumulated during your working years is passed efficiently, effectively, and privately to your loved ones. Having a Will (or NO will) is a guaranteed one-way ticket into the world of a court-administered, public probate process that no one desires.

This CPE Finance Webinar will cover the following topics:

Generational Estate Planning
Medical Preparedness
Caring for Heirs
Why Probate
Revocable Living Trust
Beneficiary Designations
Special Need Trust

If you seek answers, the truth, and desire fewer obstacles then this estate planning webinar must be on your schedule.

Webinar Qualifies For

1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1.5 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
1.5 PL Credit of Retirement Planning for Chartered Financial Analyst (CFA)
1.5 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1.5 CPD Credit for Trust and Estate Practitioners (TEP)
1.5 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
1.5 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
1.5 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
1.5 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
1.5 CE Credit of Retirement Planning for Chartered Life Underwriter (CLU)
1.5 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
1.5 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1.5 PL Credit of Retirement Planning for CIPM
1.5 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1.5 CE Credit of Retirement Planning for Chartered Advisor in Philanthropy (CAP)
1.5 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
1.5 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

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

1.5 Hours

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

4.4

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Michelle Akard, CPA (US)

Great

Lynnae Langmann, CPA (US)

Informative, insightful well-articulated presentation with helpful handout & examples. Thank you.

1.5 Credits

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Subject Area

Finance

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Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Drew Stevens

Other Details

Additional Information

1.5 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Michelle Akard, CPA (US)

Lynnae Langmann, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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