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Trust, Estate & Financial Planning Continuing Education Webinars

Courses for CFP, EA, Tax Pros, PFS and other Trust, Estate and Financial Professionals

6991+

No. of Hours

6991

CPE Approved

89

No. of courses

0

Enrolled

  • Courses Approved by CFP Board, NASBA, IRS, TSBPA, NYSED, VSCPA, FICPA, ACBWA other regulating bodies.
  • Learn suitable strategies for financial planning with real world examples from the experts of the subject
  • Eligible course for multiple credits
  • Up-to-moment tax related content to stay ahead in your profession
  • Put your learning into your professional practice and win clients
  • Instant CPE Certification
  • Wide variety of topics available for selection.

Upcoming Webinars

PREMIUM
Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

Estate Planning for ESOP Sellers, Considerations for Closely Held Business Owners

  • May 13, 03:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 5 (3)
PREMIUM
Retire Right: Mastering the Art of Holistic Financial Planning

Retire Right: Mastering the Art of Holistic Financial Planning

  • May 14, 09:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.7 (47)
FREE
Tax Landscape over Financial Planning - How Proposed And Recently Passed Tax Changes Affect The Financial Plan

Tax Landscape over Financial Planning - How Proposed And Recently Passed Tax Changes Affect The Financial Plan

  • May 15, 03:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (223)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 16, 11:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 20, 12:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (633)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 23, 12:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • May 27, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (633)
PREMIUM
How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead

How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead

  • May 28, 02:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (11)
PREMIUM
Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

  • May 29, 11:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.5 (8)
FREE
Leaving a Legacy: How to Pass Assets to The Next Generation

Leaving a Legacy: How to Pass Assets to The Next Generation

  • May 29, 11:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.6 (91)
PREMIUM
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

  • May 30, 09:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.7 (642)
FREE
Estate Planning for Cannabis Business Owners

Estate Planning for Cannabis Business Owners

  • May 30, 01:30 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • TEP
  • ChFC
  • CSA
Register
  • 4.7 (21)

Self Study Webinars

PREMIUM
Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits

Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.2 (35)
PREMIUM
Estate Planning for Qualified Retirement Plans and IRA’s

Estate Planning for Qualified Retirement Plans and IRA’s

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.4 (444)
PREMIUM
Estate Planning With and Without Life Insurance for Canadians

Estate Planning With and Without Life Insurance for Canadians

  • Accountant/Bookkeeper/Tax Professionals
  • CPA in Canada
  • CFA
  • QAFP
  • CIPM
  • CFP (CA)
Register
  • 4.4 (63)
PREMIUM
Estate Planning for Cannabis Business Owners

Estate Planning for Cannabis Business Owners

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • TEP
  • ChFC
  • CSA
Register
  • 4.7 (21)
PREMIUM
Introduction to Estate Planning

Introduction to Estate Planning

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (55)
PREMIUM
Use of Trusts in Estate and Gift Tax Planning

Use of Trusts in Estate and Gift Tax Planning

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.3 (232)
PREMIUM
How to be a Money Master Millionaire (Part 3)

How to be a Money Master Millionaire (Part 3)

  • Accountant/Bookkeeper/Tax Professionals
  • CPA/ABV
  • CPA in Canada
  • CFP® (US)
  • CGFM
  • CPA (US)
Register
  • 4.3 (74)
PREMIUM
Analyzing Generational Trusts for Basis Increase Opportunities

Analyzing Generational Trusts for Basis Increase Opportunities

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.7 (30)
PREMIUM
Basics of Trusts (“Trusts 101”) in Estate Planning and Elder Law

Basics of Trusts (“Trusts 101”) in Estate Planning and Elder Law

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.5 (155)
PREMIUM
Estate, Gift, and Generation-Skipping Transfer Taxes - Overview

Estate, Gift, and Generation-Skipping Transfer Taxes - Overview

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.5 (195)
PREMIUM
Leaving a Legacy: How to Pass Assets to The Next Generation

Leaving a Legacy: How to Pass Assets to The Next Generation

  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.4 (110)
PREMIUM
Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

Retirement University – Workshops for Education, Confidence and Action in Retirement - Workshop 4 - Legacy / Estate Planning

  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.4 (46)
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