21WA-4330: Estate and Financial Planning (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, September 3, 2021
8:30am - 10:20am Central Time
2.2 CPE (2.2 technical)
Did you know CPAs or EAs may charge premium rates for Estate and Financial Planning, better than rates charged for tax returns?
This course offers the best techniques for incorporating Estate and Financial Planning into your practice. In addition to learning these techniques, you'll discover the “why” behind the importance of adding these elements to your practice as well as how to broaden its growth.
Learning how to expand your practice with Consulting and Planning as leading components of your business will provide the “team approach” clients are seeking.
- Please Note: If you need credit reported to the IRS for this IRS approved program (2 hours only), please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Major subjects
-
Total Planning: Estate, Financial, Asset Protection
-
Changes in Landscape
-
Bridging Services
-
Client Issues: LIIIVES
Learning objective(s)
-
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
Who should take this program?
CPAs, EAs, and other financial professionals
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|