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Estate Planning

 

Find courses that cover property titling and transfer, gift and estate tax compliance, tax calculation, trusts and estate planning for non-traditional relationships.

Estate Planning (CE Credit)
Collapse Charitable Giving: A Valuable Piece of the Financial Planning Picture - On Demand

2017 FPA Retreat

 

Financial advisers are the key connector between their clients’ ability to realize and achieve the true purpose of their wealth, and can bring a crucial component into their client’s full financial picture—charitable giving and legacy. In this session, you will learn the value in bringing the charitable conversation to your clients, how to engage in a charitable conversation to uncover your clients’ goals and values, and how to determine which giving vehicles are  most appropriate for individual client needs.  You will also learn about donor-advised funds, the fastest growing giving vehicle, touted for their simplicity, flexibility, and tax-effectiveness.


Level of Complexity: Overview

Formats Available: Streaming
Original Course Date: April 24, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Charitable Giving: A Valuable Piece of the Financial Planning Picture - On Demand
    Collapse FPA Annual Conference 2018: Financial Exploitation of The Elderly - On Demand

    Participants will learn of the new federal and state regulatory schemes, which require financial planners to serve as the frontline defense against financial exploitation of the elderly and other protected persons. After a review of the new regulations, a comprehensive plan will be suggested to achieve regulatory compliance and allow for the best chance of a successful incompetency planning and transition of assets to the next generation. Estate planning and client retention issues, along with practical guidance on dealing with these delicate issues on an ongoing basis, will be addressed.
     

    Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Streaming
    Original Course Date: October 03, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Financial Exploitation of The Elderly - On Demand
    Estate Planning (No Credit)
    Collapse Journal in the Round: Estate Planning For Digital Assets

    CE IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT ANY RECORDING

    In this month's Journal in the Round, April contributors Richard Ploss and Michael A. Dribin discuss their articles on estate planning for digital assets,including both the fiduciary and practical aspects of advising clients in this new and dynamic area of the law and financial planning. The conversation and audience Q and A will be moderated by FPA's Bill Harris. 

    Level of Competency: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: April 25, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Estate Planning For Digital Assets
    Collapse The Renaissance in Charitable Trust Planning

     

    Join Dean A. Mioli, CPA/PFS, CFP®, CIMA®, CLU, Director of Investment Planning for the SEI Advisor Network, to learn more about the opportunities a trust presents for your clients including the future direction of their assets, wealth distribution, and investment and tax strategies. Additionally, Dean will address how the current federal income tax system may affect your clients’ planning for trusts.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: April 18, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Renaissance in Charitable Trust Planning