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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
  • Taking an inventory of finances
  • Settling affairs at the end of life
  • How to work with the client during this time
Major Topics

None

Provider
CPA Crossings, LLC
Course Level
Overview
CPE Field of Study
Regulatory Ethics
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

None

Location
Webinar
Event Information
When
Jan 13, 2021
12:30 pm - 1:30 pm MST
Location
Webinar
Total CPE Credits
1
Format
Webinar

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$ (% off)
$39.00

NON-MEMBER


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


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