Tax CE webinar on Estate Planning Beliefs and Philosophies

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Course Description
Course Qualification
Presenter
Faq

Course Description

Overview

Why this topic?

2 mins
7 Reasons why people hate estate planning

12 mins
Stop the insanity and confusion

21 mins
What is this will and how can it help?

31 mins
Cost of estate planning

39 mins

Course Description

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 curveballs. 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.

You work hard throughout your life building assets. And you probably do this to ensure financial safety and security for your loved ones. But what would happen to these assets on your sudden demise? Have you given a thought to it?

That’s where estate planning comes into the picture.

Estate Planning is not only for the Rich and the Old. And it is not an exercise to be looked after post-retirement.

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.

Estate planning involves some considerations: lifetime planning and testamentary planning.

Unfortunately, individuals do not enjoy speaking about planned death as the thought makes them very anxious. Yet, good planning when conducted correctly will help individuals with or without large amounts of wealth with plans for stable income during their sunset years.

Learning Objectives

To discuss the documents required for planning.
To analyze where, when, why, and how to begin the process.
To inspect who to call and how to trust someone else with your investments.
To compare and contrast the different options available for your investments.

Recommended For

In this IRS Approved CE course for AFSP, CPA (US), EA, CTEC ChFC®, FSCP®, CASL®, ChSNC®, RICP®, WMCP®, Tax Professionals, and Other Professionals who want to help their clients in managing Estate Planning.

Who Should Attend?

Bookkeepers & Accountants & Tax Preparers
California Registered Tax Professional
Certified Public Accountant
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Entrepreneurial CPA
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
Wealth Management Advisor
Wealth Planner
Young CPA

Course Qualification

Webinar Qualifies For

1 CE Credit for Certified Financial Planner (US) (Approval No. 298690)
1 CE Credit for Annual Filing Season Program (AFSP)
1 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0746)
1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1 CE Credit for Chartered Advisor in Senior Living (CASL)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CE Credit for Chartered Financial Consultant (ChFC®)
1 CE Credit for Chartered Special Needs Consultant (ChSNC)
1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00803-21-S)
1 CE Credit for Financial Services Certified Professional (FSCP®)
1 CPD Credit for Personal Financial Specialist (PFS)
1 CE Credit for Retirement Income Certified Professional (RICP)
1 CPD Credit for Trust and Estate Practitioners (TEP)
1 CE Credit for Wealth Management Certified Professional (WMCP)

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert Stevens Performance

▶︎ DREW’S 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘: With over 35 years of professional business experience working with both Wall Street and Main Street businesses, I provide three instant methods that lead to personal transformation, top line growth and business success. I work with founders and senior leaders of middle market organizations to scale the business and transform into a wealthy profitable organization.

▶︎ 𝗞𝗘𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 OFFERED:

I offer a number of core corporate solutions to middle market companies that include but are not limited to:

- Strategic Planning and Implementation

- Process Improvement

- People Enhancement and Coaching

- Revenue Operations Remix

Working individually with founders and senior leaders I offer:

- Estate Planning

- Financial Planning

- Investment Analysis

- Financial Pathways

▶︎ WHY WORK WITH DREW: Drew Stevens has over 30 years of sales, marketing and customer services expertise as well as Wall Street experience. Drew has worked with middle market special and turnaround situations, to affect change, propagate growth, and transition the business. During his tenure, helps to scale revenue, and then assists organizations with scales, exit or merger. Drew’s strategic planning and revenue expertise lending have led to assisting organizations in achieving over $11B during his 25-year tenure.

▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: Dr. Stevens has been a CEO and COO for a myriad of private companies. His accomplishments include, alleviating process inefficiencies by 33%, implementing revenue operations effectiveness including sales, marketing, customer service and product development. He completely overhauled the revenue operations to help reduce churn by 40%, increase customer service by 31% and increase sales conversion by 71%. Created and implemented processes to transform a cash transactional system to a $100MM SaaS implementation.

▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧'𝗦 𝗦𝗔𝗬: “Drew is the wizard of revenue. Unlike others that charge by the hour and take forever to create a solution, Drew’s value is working quickly to discover the issue, make recommendations and implement. The work with Drew is unmatched. “Ted Owner of a Financial Technology Firm

▶︎ DREWS 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: I have excelled in strategic planning, revenue operations and financial success for over 35 years. My work with middle market organizations and their senior leaders and founders has helped to produce over $11B in new revenue. My competitive differentiation is getting you personally or your organization the edge it needs to get financially strong.

Faq

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