November 22, 2022


Webinar


2.2 Total CPE Credits

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Estate and Financial Planning

Learning Objectives

  • List and describe Estate and Financial Planning products to clientele
  • Discuss planning options best suited for clients’ financial needs
  • Interpret effective planning strategies for meeting clients’ long-term retirement goals

Major Topics

  • Total Planning: Estate, Financial, Asset Protection
  • Changes in Landscape
  • Bridging Services
  • Client Issues: LIIIVES

CPE Credits Available

2.2
Total CPE
2.2
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, and other financial professionals

Provider

ACPEN

This event has ended.