Overview
-
Do you have a will?
9 mins
-
Logistics final tax filing
15 mins
-
Life insurance basics 2 types of insurance policies
23 mins
-
3 Types of permanent insurance
26 mins
-
What if the cost is prohibitive?
43 mins
Course Description
According to Warren Buffett - The rich plan for 3 generations and the poor plan for Saturday Night.
Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know throws us all curveballs. 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.
How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam. The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.
Most people don't leverage when it comes to Estate Planning. So this CPD course will show attendees how to create leveraged Estate Planning. As a result, beneficiaries will get more money, sooner, and be tax-free.
So many self-made investors, when they are alive, want their money to grow and are worried about management fees and the rate of return. What they fail to plan is how much money will be taxed before their beneficiaries receive the money.
This CPD webinar will help attendees learn the steps required to do Estate Planning.Â
Learning Objectives
- To analyze estate planning.
- To discuss the documents required for planning
- To discuss how leveraged estate planners will pass more money to beneficiaries than those who don't.
Recommended For
- This estate planning online CPD webinar is recommended for CPAs and any other Professional or Planner who works with clients on Retirement, Estate, Trust, or Financial Planning.
Who Should Attend?
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- CPA in Business
- Finanical Analyst
- Private Wealth Advisor
- Wealth Planner
- Young CPA