Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

Learning Objectives

• To explain the importance of estate planning.
• To discuss each state of estate planning to enjoy a financially secure retirement.
• To analyze 3 important issues of estate planning that should be considered in advance of death.
• To know why it is important to update the estate plan regularly as life happens.
• To explain What is a special needs trust.

Course Description

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

This course is valid up to December 31st, 2024 for CIMA, CPWA, and RMA Professionals. It is advisable to complete this course before that to process the credit on time.

One of the most searched questions online is “How do I get my affairs in order.” 

COVID-19 made us painfully aware of the need for estate and medical preparedness planning, and what can, unfortunately, happen when this isn't done.

What do Jimi Hendrix, Bob Marley, Pablo Picasso, Abraham Lincoln, and Ann Heche all have in common? How about Queen Elizabeth and Priscila Presley? High-profile celebrities allow us an inside look at the horrors that come from failing to plan for their demise.

We all know that we have a 100% chance of dying. Survivor planning, legacy planning, and care for minor and/or special needs all are integral parts of assuring what you've accumulated during your working years is passed efficiently, effectively, and privately to your loved ones. Having a Will (or NO will) is a guaranteed one-way ticket into the world of a court-administered, public probate process that no one desires.

This CPE Finance webinar will cover the following topics:

• Generational Estate Planning
• Medical Preparedness
• Caring for Heirs
• Why Probate
• Revocable Living Trust
• Beneficiary Designations
• Special Need Trust

If you seek answers, the truth, and desire fewer obstacles then this estate planning webinar must be on your schedule.

Overview

• Generational estate planning

  15 mins
• Failing to plan can be expensive

  24 mins
• Life happens, Don't forget

  33 mins
• Why a will? Peace of mind

  47 mins
• Revocable living trust

  64 mins
• What about the kids?

  77 mins
• Things to consider

  80 mins