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Webinar (CPA Crossings): Tools To Get Your Clients Organized

Description

When a crisis occurs, events happen quickly, and certain decisions need to be made immediately. Unfortunately, some decisions are significant and can only be made by those who have the authority to do so.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives
  • Provide benefits for having an organized system for when your clients are of the aging population
  • Understand why End of Life discussions are essential
  • Know how to approach your clients, and yourself, with these difficult conversations that may arise

Major Topics
  • Taking an inventory of finances
  • Settling affairs at the end of life
  • How to work with the client during this time
Provider
CPA Crossings, LLC
Course Level
Overview
CPE Field of Study
Business Management and Organization
1
Who Should Attend

CPAs, Financial Planners, and others who want to better understand the aging population

Instructor(s)
Annalee Kruger
Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Dec 9, 2021
11:30 am - 12:30 pm MDT
Location
Webinar
Total CPE Credits
1
Format
Webinar

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$39.00

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$51.00
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Webinar (CPA Crossings): Tools To Get Your Clients Organized


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