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The Power and Essentials of Estate Planning

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

Ratings and Review

4.2

65 Ratings

Excellent

34

Very Good

20

Average

5

Poor

2

Terrible

3

MG

Michael Gandy, CFP® (US), CPA (US), CFA

Jun 17th, 2023

really enjoyed this presentation - speaker knows his content, and delivered in an easy but comprehensive way.

LB

Leslie Bresowsky, CPA (US)

Jan 10th, 2024

Excellent webinar. Very informative and helpful.

RM

Ron Mahorney, CFP® (US), EA

Nov 24th, 2023

Nice Review of basic estate planning

YD

Yuko Dubois, CFP® (US), EA

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

Brian Smith, CPA (US)

Nov 2nd, 2022

Good presenter, but not quite as much hard information as usual.

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Subject Area

Taxes

Unlimited Access Plan

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Inclusions

  • Continuing Education Certificates for Multiple Qualifications View
  • Instant Certificates
  • Access on Mobile, Tablet and Desktop