30% Off on Unlimited Access, Unlimited courses and credits for just $199. Hurry! (offer expires on May 20th) Click here to start.

The Human Side of Estate Planning/Psychology of Estate Planning

  • ACCT/BK
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Prep.
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFIRS
  • CWS

Published: January, 2022

You need to register for the webinar to watch the video.

Click Here to Register

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Why this topic?
    3 mins
  • What is an estate plan?
    9 mins
  • Where does trust begin
    22 mins
  • Where to begin?
    34 mins
  • Understand the documents required for planning
    47 mins

Course Description

Many believe that estate planning is all about wills, trusts, death and dying. The goal of estate planning is to actually prepare for your retirement either if you have your own business and need an exit strategy or you are employed and you eventually need to provide for your family.

The objective is to plan for the future when you are healthy, can make sound decisions and so that you can justify how to create more liquidity as your clients age, lead a decent lifestyle and create the longevity and legacy they desire. There is much at stake and rather than just tools, there are the relationships that matter. Journey with Drew Stevens to understand what is in the mind of the client and how you can help them make an easier decision.

This CE Estate planning webinar will cover the following Key Topics: 

  • 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
  • Managing liquidity in estate planning
  • Legacy planning through estate planning
  • Recognizing the client requirements through reading requirements

Learning Objectives

  • To recognize the “hidden” thoughts of the client to help make for 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

  • This online CPE/CE webinar is recommended for CPAs who desire to support their clients with apt planning for their future.
  • This Online Tax CE webinar is recommended for EAs, AFSP, Tax Preparers, ERPA, CTEC, and other tax professionals who want to provide the best advice to their clients on qualified retirement plans. 
  • This CPE course is recommended for CFAs, PFS, TEP, CSA, and other financial planners advising clients for retirement planning.
  • This CPE webinar is recommended for FSCP®, ChFC®, CASL®, ChSNC®, RICP®, WMCP®, and other Professionals involved in retirement planning for their clients.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00793-21-S)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00793-21-S)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0737)
  • 1 CPE Credit for Chartered Financial Consultant (ChFC)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00793-21-S)
  • 1 CE Credit for Enrolled Retirement Plan Agent
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Psychology of Financial Planning for Certified Financial Planner (US) (Approval No. 298693)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

CTEC APPROVED

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 www.ctec.org.

Presenter

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

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.1

37 Ratings

Excellent

16

Very Good

12

Average

7

Poor

2

Terrible

0

TC

Trisha Copp, AFSP, Tax Preparer

Mar 26th, 2022

This is my first course on Estate Planning. I found it interesting and a great overview for how to handle the basics of beginning.

SA

Steven Amos, CPA (US)

Mar 23rd, 2022

Good program on not the mmost fun topic

CB

Cindy Bragdon, CFP (US), Others

Mar 19th, 2022

This webinar was a huge disappointment. I have been in the estate planning world for over 30 years. The instructor was grossly incorrect in some of the things he said or implied (i.e. "the state will put your kids in foster care if you don't have a guardian named in your Will"; You need a Will to plan for if you become incapacitated"). This guy needs to go back to school! Sorely disappointed in the class. The topic intrigued me. There were very obvious undertones of him planning to sell some sort of investment/insurance product to "create liquidity" for your retirement. Not at all on point and a clear agenda.

We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.