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A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • ChFC®
  • CSA
  • FSCP®
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFP (CA)

Published: December, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Why are we discussing this topic?
    4 mins
  • What is an estate plan?
    11 mins
  • Where does trust begin
    19 mins
  • Where to begin?
    34 mins
  • Qualified retirement plans
    49 mins

Course Description

Have you considered what will happen to your money after you’re gone?

Plenty of people focus most of their energy on making more money now, and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.

But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.

Estate planning provides families a great opportunity to be prepared for unexpected incapacity and death. 

Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.

Simply put, why bother with estate planning – easy, you get to plan where your money goes, how it gets invested, how to minimize tax implications and heaven forbid, incapacity or death, someone else gets your money other than Uncle Sam.

An estate plan can include many different types of documents, including wills and trusts. There are so many different tools that will allow you to have a comprehensive and customized estate plan.

The goal of this CPE webinar is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

Click here to access CPE/CE courses on Trust, Estate and Financial Planning.

Learning Objectives

  • To discuss how to create a learning pathway for each to implement the estate administration decisions.
  • To illustrate to clients effectively how to preserve their assets under current law.
  • To analyze how to save significant amounts of time with exclusive estate planning tools.

Recommended For

  • In this IRS Approved CE course for AFSP, CPA (US), EA, CTEC ChFC®, FSCP®, CASL®, ChSNC®, RICP®, WMCP®, Tax Professionals, and Other Professionals who want to help their clients in managing Estate Planning.

Who Should Attend?

  • Accountant
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Estate Planners
  • Finance Pros
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Wealth Management Certified Professional (WMCP)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit for Tax Professionals (Approval No. GEHNZ-T-00802-21-S)
  • 1 CE Credit for Retirement Income Certified Professional (RICP)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CE Credit for Financial Services Certified Professional (FSCP®)
  • 1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00802-21-S)
  • 1 CE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CE Credit for Chartered Financial Consultant (ChFC®)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0745)
  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit for Certified Financial Planners Canada (CFP Canada) (Approval No. 298689)

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert Stevens Performance

▶︎ DREW’S 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘: With over 35 years of professional business experience working with both Wall Street and Main Street businesses, I provide three instant methods that lead to personal transformation, top line growth and business success. I work with founders and senior leaders of middle market organizations to scale the business and transform into a wealthy profitable organization.

▶︎ 𝗞𝗘𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 OFFERED:
I offer a number of core corporate solutions to middle market companies that include but are not limited to:
- Strategic Planning and Implementation
- Process Improvement
- People Enhancement and Coaching
- Revenue Operations Remix
Working individually with founders and senior leaders I offer:
- Estate Planning
- Financial Planning
- Investment Analysis
- Financial Pathways

▶︎ WHY WORK WITH DREW: Drew Stevens has over 30 years of sales, marketing and customer services expertise as well as Wall Street experience. Drew has worked with middle market special and turnaround situations, to affect change, propagate growth, and transition the business. During his tenure, helps to scale revenue, and then assists organizations with scales, exit or merger. Drew’s strategic planning and revenue expertise lending have led to assisting organizations in achieving over $11B during his 25-year tenure.

▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: Dr. Stevens has been a CEO and COO for a myriad of private companies. His accomplishments include, alleviating process inefficiencies by 33%, implementing revenue operations effectiveness including sales, marketing, customer service and product development. He completely overhauled the revenue operations to help reduce churn by 40%, increase customer service by 31% and increase sales conversion by 71%. Created and implemented processes to transform a cash transactional system to a $100MM SaaS implementation.

▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧'𝗦 𝗦𝗔𝗬: “Drew is the wizard of revenue. Unlike others that charge by the hour and take forever to create a solution, Drew’s value is working quickly to discover the issue, make recommendations and implement. The work with Drew is unmatched. “Ted Owner of a Financial Technology Firm

▶︎ DREWS 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: I have excelled in strategic planning, revenue operations and financial success for over 35 years. My work with middle market organizations and their senior leaders and founders has helped to produce over $11B in new revenue. My competitive differentiation is getting you personally or your organization the edge it needs to get financially strong.

Faq

FAQs content

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