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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.
Benjamin Franklin once said, “If you fail to plan, you are planning to fail.”
Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life, as some of us know it, throws us all curve balls. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.
Why bother with estate planning?
It is easy.
You get to plan where your money goes.
How it gets invested.
How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam.
The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.
This online CPE webinar covers the following key topics:
Click here for more related webinars on Trust, Estate, and Financial planning
CEO and Leadership Change Expert, Stevens Performance
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
65 Ratings
Excellent
34
Very Good
20
Average
5
Poor
2
Terrible
3
MG
Jun 17th, 2023
really enjoyed this presentation - speaker knows his content, and delivered in an easy but comprehensive way.
LB
Jan 10th, 2024
Excellent webinar. Very informative and helpful.
RM
Nov 24th, 2023
Nice Review of basic estate planning
YD
Jul 18th, 2022
overall good but I heard a similar topic in the previous webinar --- looking forward to seeing more advanced ( specific topic) estate planning courses
BS
Nov 2nd, 2022
Good presenter, but not quite as much hard information as usual.
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