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The Human Side of Estate Planning/Psychology of Estate Planning

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Oregon Tax Prep.
  • CPA/PFS
  • TEP
  • CTEC
  • ChFC®
  • CSA
  • Maryland Tax Prep.
The Human Side of Estate Planning/Psychology of Estate Planning

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00793-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0737)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00793-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00793-21-O)

1 CE credit for Chartered Financial Consultant (ChFC®)

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Qualified Retirement Plan for ERPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Many believe that estate planning is all about wills, trusts, death and dying. The goal of estate planning is to actually 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 really planning for the future when you are healthy, can make sound decisions and so that you can justify how to create more liquidity as your clients' 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: 

  • The key concepts and potential concerns related to helping clients plan for their future retirement and financial independence.
  • Historical and fundamental assumptions for estate planning
  • Managing liquidity in estate planning
  • Legacy planning through estate planning
  • Recognizing the client requirements through reading requirements

Learning Objectives

  • To recognize the “hidden” thoughts of the client to help make for an easier decision.
  • To compare and contrast a variety of communication techniques for less resistance.
  • To illustrate value so that your client and you develop the proper trust and rapport for a lifetime of client service. 

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA