ESTATE PLANNING FOR FINANCIAL ADVISORS: BASIC TO ADVANCED (12 HOURS CE CREDITS - PART 1)

(Next to Pavilions Shopping Center Between Howe and Fulton Ave.)

Description

This FREE twelve-hour continuing education program for financial professionals covers both basic and advanced estate planning topics with an emphasis on how financial services and products fit into a well-crafted estate plan.

Session One on September 19 from 8 to noon will cover an overview of estate planning, transfer of decedent’s property, the probate system and transfers using nonprobate techniques and tools

Session Two on October 17 from 8 to noon will address a discussion of wills, transfer tax planning, valuation strategies and ownership strategies

Session Three on November 14 from 8 to noon will focus on advanced topics including life insurance trusts, charitable trusts, family limited partnerships and case scenarios employing the use of these strategies.

Please note: There is no partial credit for this program.  Participants must fully attend all 3 sessions to receive the 12 hours CE credit.  Please plan accordingly!

12 Hours CE Credits are available for Life Agents, CFPs, CPAs, CLUs, ChFCs and EAs.

SPECIAL NEEDS TRUSTS PLANNING (2 HOURS CE CREDITS)

(Next to Pavilions Shopping Center Between Howe and Fulton Ave.)

Description

This FREE continuing education program for financial professionals will focus on critical issues relating to the formation and administration of Special Needs Trusts, an essential planning tool for clients with disabled beneficiaries who must rely upon government benefits.

2 Hours CE Credits are available for Life Agents, CFPs, CPAs, CLUs, ChFCs and EAs.

ASSET PROTECTION PLANNING (2 HOURS CE CREDITS)

(Next to Pavilions Shopping Center Between Howe and Fulton Ave.)

Description
This FREE continuing education progam for financial professionals will survey various planning strategies available to afford asset protection to individuals and entities.

2 Hours CE Credits are available for Life Agents, CFPs, CPAs, CLUs, ChFCs and EAs.

CHARITABLE PLANNING (2 HOURS CE CREDITS)

(Next to Pavilions Shopping Center Between Howe and Fulton Ave.)

Description

This FREE continuing education program for financial professionals will cover various lifetime and testamentary planned giving strategies and their tax implications.

2 Hours CE Credits are available for Life Agents, CFPs, CPAs, CLUs, ChFCs and EAs.