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Webinar (WA): Integrated Estate, Financial, and Asset Protection Planning – A Breakthrough Approach

Description

Estate planning, financial planning, and asset protection planning services cannot be performed in a vacuum— each of these elements has a major impact on the others. In this course, the participant will learn the interrelationships between each of these planning areas and the proper sequencing of planning activities among them. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.

Learning Objectives

At the end of this course you will be able to: Recognize the interrelationship of estate planning, financial planning, and asset protection planning techniques affect their clients. Recognize the above understanding as a method of producing a more sophisticated approach to assisting clients in accomplishing their total planning needs.

Major Topics

Initiating a “total plan” (in a nutshell) Managing risk within the total plan, Life insurance—needs analysis and tax concepts Tax benefits in education planning, Planning for disability, Basic issues in planning for death, Planning for IRA and qualified plan distributions Estate/financial/asset protection intake issues.

Provider
Washington Society Of CPAs
Course Level
Intemediate
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Instructor(s)
Arthur Werner
Prerequisites

Basic understanding of estate and financial planning fundamentals

Advanced Preparation

None

Location
Webinar
Event Information
When
Nov 7, 2022
9:00 am - 5:00 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$421.00
Become A Member

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Webinar (WA): Integrated Estate, Financial, and Asset Protection Planning – A Breakthrough Approach


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