Secure Your Legacy: Estate Planning Strategies for Financial Advisors

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Secure Your Legacy: Estate Planning Strategies for Financial Advisors

Date

May 06, 04:00 PM ET

Drew Stevens

Learning Objectives

To analyze if proper prior planning is not done, estate and inheritance taxes, can significantly reduce legacy
To inspect the impact of estate and inheritance taxes on the legacy.
To explain why including estate planning will make you a better fiduciary.
To compare and contrast trust from estates.

Course Description

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

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:

What is Estate Planning?
Three Steps in Estate Planning
An Overlooked Fact…
Importance to Advisors
Holistic Planning Tools
Generational Estate Planning
Failing to Plan Can Be Expensive
Medical Preparedness
Caring for Heirs
Life Happens, Don’t Forget
Last Will and Testament
Why Probate?
Why a Will?
Avoiding Probate
Revocable Living Trust
Special Needs Trusts

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. 321282)
1 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
1 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
1 CE Credit of Estate 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 Estate 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 Estate Planning for Financial Services Certified Professional (FSCP)
1 CE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
1 CE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 PL Credit of Estate Planning for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
1 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 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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

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Ralph Wright, EA

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.