The Human Side of Estate Planning/Psychology of Estate Planning

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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 of Federal tax-related matters for Annual Filing Season Program (AFSP)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 PL Credit of Taxes for Chartered Financial Analyst (CFA)
1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00793-21-S)
1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00793-21-S)
1 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0737)
1 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00793-21-S)
1 CPE Credit of Estate Planning for Financial Services Certified Professional (FSCP)
1 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
1 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
1 CPE Credit of Estate Planning 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 of Finance for Accountant/Bookkeeper/Tax Professionals
1 CPE Credit of Financial planning or analysis for Certified Government Financial Manager (CGFM)
1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00902-22-S)

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

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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

4.2

80 Ratings

Excellent

Very Good

Average

Poor

Terrible

Charles Luebbering, CPA (US)

May 12th, 2022

This course was virtually exactly as I expected. It was a nice, brief, overview of the human side of estate planning. While I felt that I knew everything that the instructor shared, it was good to have a primer on the topic to be sure I was not missing anything.

Trisha Copp, AFSP, Tax Professional

Mar 25th, 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.

Steven Amos, CPA (US)

Mar 23rd, 2022

Good program on not the mmost fun topic

Cindy Bragdon, CFP (US), Others

Mar 18th, 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.