Marriage and Financial Planning

Welcome to myCPE

This course no longer qualifies for Continuing Educations Credits for these qualifications : CFP(US)

Learning Objectives

Understand the key differences between marriage and Registered Domestic Partnerships
Understand the significance of the married-filing-jointly and married-filing-separately filing statuses
Know when your clients are likely to trigger “marriage penalties” or “marriage bonuses”
Get an introduction to the significance of community property laws
Learn about spousal rights to retirement accounts

Course Description

This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Relationships are complicated. They can be wonderful, difficult, rewarding, exhausting, and fulfilling . . . and that's just the emotional part.

Come learn in this CPE webinar on finance about the sometimes surprising ways your marital status may affect your financial life.

We'll talk about questions like: What's the best tax filing status for a couple? What's the significance of living in a community property state? Is Registered Domestic Partner status enough? What accounts does a spouse automatically inherit? How do Social Security strategies vary for people who are single, married, or divorced? Feel free to bring your own questions, and be ready to think about the unromantic parts of romance.

Overview

Reasons to marry

6 mins
States that from common law marriages

15 mins
Marriage confusion

19 mins
Community vs. Separate property

27 mins
Non-participant spouse's rights

40 mins

Webinar Qualifies For

1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
1 PL Credit of Finance for Chartered Financial Analyst (CFA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit for Certified Wealth Strategist (CWS)
1 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CPE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
1 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
1 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 PL Credit of Finance for CIPM
1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
1 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)

About Instructor

Heather Liston, CFP®, EA

, HARGRAVE FIDUCIARY ADVISORS

Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.

She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.

Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.

She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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.

Ratings and Review

4.5

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Julian Conner, IA LPA

Excellent class. There was information i didnt know. For example what states recognize common law marriages and community property laws.

Lauren Jankoviak, CPA (US)

Really enjoyed the content - wish she'd had a pinch more time to finish fleshing out the material.

Yuko Dubois, CFP® (US), EA

very good presentation may need more time ( 1.5 hour) to go through all info

Maggie Graham, CPA (US)

thank you

Karen Schaeffer, CFP® (US)

It was great until the quiz which had an error. Although it was fixed, it involved hours of my time that could have been used to take other CE courses.