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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Many believe that estate planning
is all about wills, trusts, death and dying. The goal of estate planning is to prepare for your retirement either if you have your own business and
need an exit strategy or you are employed and you eventually need to provide
for your family.
The objective is to plan
for the future when you are healthy, can make sound decisions so that you
can justify how to create more liquidity as your client's age, lead a decent
lifestyle and create the longevity and legacy they desire. There is much at
stake and rather than just tools, there are the relationships that matter. Journey
with Drew Stevens
to understand what is in the mind of the client and how you can help them make
an easier decision.
This CE Estate planning webinar will cover the following Key Topics:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
CEO and Leadership Change Expert, Stevens Performance
15 Ratings
CL
May 12th, 2022
This course was virtually exactly as I expected. It was a nice, brief, overview of the human side of estate planning. While I felt that I knew everything that the instructor shared, it was good to have a primer on the topic to be sure I was not missing anything.
1 Credit
Subject Area
May 17, 2022 | 09:00 AM EDT
May 17, 2022 | 09:30 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 11:00 AM EDT
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