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Financial and Estate Planning: Tools and Techniques

  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
  • ORTP
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CWS

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • What is an Estate plan?
    17 mins
  • Understand the documents required
    38 mins
  • Non qualified retirement plans
    74 mins
  • Reasons for succession planning
    99 mins
  • What is a will and why have it?
    133 mins
  • 7 Reasons why people hate estate planning
    234 mins
  • What is this Will and how can it help?
    357 mins

Course Description

Financial and Estate planning has many intricacies that many including clients do not want to deal with, at least immediately. As someone involved with those that seek future planning and retirement, it is crucial to create liquidity and a legacy, this CPE course on estate planning helps you deal with all these aspects. 

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. 

This online CPE/CE course on Estate Planning covers the following Key Points:

  • 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
  • Tools to develop your checklists for a customized and a comprehensive estate plan
  • Samples of relevant documents to help you perform estate planning
  • Methods to avoid common mistakes
  • Succession Planning, its key components, and when you should use them
  • Estate Planning, available tools, and their pros & cons
  • Investment Planning, managing liquidity, growth, and earnings.
  • Designing Estate Plan, its tools, and techniques
  • Legacy planning through estate planning
  • Recognizing the client requirements through reading requirements 

In this online CPE course, Drew Stevens covers crucial aspects such as succession planning, investment management in your retirement plan including qualified and non-qualified plans, tax planning, and legacy planning to help you achieve the best possible financial and estate planning.

Learning Objectives

  • To compare and contrast methods for avoiding common mistakes and discuss some of the estate planning techniques used by experts
  • To develop checklists, and samples of relevant documents to help you perform estate planning for professionals 
  • To explore 5 ways to create an exit strategy to gracefully exit and 5 ways to understand what your firm is truly worth
  • To recognize 3 methods for creating wealth and retirement planning
  • To identify the best methods for creating a business continuity
  • To evaluate where, when, why, and how to begin the process, knowing who to call, how to trust someone else with your investments
  • To compare and contrast the different options available for your investments
  • To create paths of success with available instruments for your estate planning
  • To explore key tax basics and understand the difference between gift tax and estate tax
  • To 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
  • To recognize the “hidden” thoughts of the client to help make 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

Recommended For

  • The IRS Approved CE Course is recommended for CPA, CVA, CFA, CPA/PFS, TEP, ChFC, CSA, FSCP, CASL, ChSNC, RICP, WMCP, CIPM, CBA/MCBA, CFIRS, CWS, AFSP, EA, ORTP, MRTP, CRTP, ERPA, Tax Professionals, Financial professionals, Estate Planning Professionals, and Other Professionals who want to help their clients in managing Estate Planning with its Tools & Techniques.
  • This online Finance CPE webinar is recommended for CPA, CMA, PFS, and Other Finance professionals engaged in or interested in guiding their clients for Succession Planning.
  • This online CPE/CE webinar is recommended for CPAs who desire to support their clients with better planning for their future.
  • This online webinar is recommended for professionals who want to provide the best advice to their clients on qualified retirement plans.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 7.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 7 CE Credit for Annual Filing Season Program (AFSP)
  • 7 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0971)
  • 7.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 7 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01173-22-S)
  • 7 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01173-22-S)
  • 7 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01173-22-S)
  • 7.5 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
  • 7.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 7.5 CPE Credit of Taxes for Chartered Financial Consultant (ChFC)
  • 7.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 7.5 CPE Credit for Financial Services Certified Professional (FSCP)
  • 7.5 CPE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
  • 7.5 CPE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
  • 7.5 CPE Credit of Taxes for Retirement Income Certified Professional (RICP)
  • 7.5 CPE Credit of Taxes for Wealth Management Certified Professional (WMCP)
  • 7.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 7.5 CE Credit for Certified Wealth Strategist (CWS)
  • 7 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01174-22-S)
  • 7.5 CPE Credit for Certified Government Financial Manager (CGFM)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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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:


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


About Presenter

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Talks about #strategy, #salesandmarketing, #revenueoptimization #financialadvisory #strategicleadership #financialplanning #successionplanning #exitplanning

If you want your business competitive proof then you need to understand the 12 crucial elements that destroy a business. 

If you want your business to continually exceed goals, then stop doing the same things that create no results and no changes.

What is?

  • 12 Strategic Principles that guide the business and eliminate the obstacles/
  • Modern methods that create fiscal controls and higher income.
My mission is to implement plans for struggling businesses to generate transformative, long-lasting results for every organization. 

My innovative and transformative assistance is with:

  • Developing financial awareness that places more money into owners' hands.
  • Eliminating waste and processes that slow revenue, access to clients and competition.
  • Implementing strategies that have helped businesses develop more than $11B in new revenue.
  • Creating personal financial strategies that create abundance, a better lifestyle and personal liquidity.
By creating a strategic approach and realigning business, Drew will help your organization to: 

  • Lower Customer Acquisition Cost
  • Increase financing while creating a fluid when planned exit 
  • Competitive Proof the Firm
  • Build Industry and Brand Recognition
  • Increase Financial Wealth


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Ratings and Review


14 Ratings



Very Good









Thomas Terry, CPA (US)

Sep 7th, 2022

This program was an broad introduction to estate planning. I expected more advanced material. The major problem is that the program consisted of segments. Three of the segments were almost identical. The same material, and presentation was in all three.

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