Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 4.20
  • Credit Type(s)
    • Behavioral Ethics (4.20)
  • Prerequisites
    • None

  • Vendor
    • ACPEN
  • Level
    • Basic
  • Fields of Study
    • Ethics
  • Message
    • Virtual Experience

Description

Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.



  • Presented by James Lindell

    • Delivery Format: Live Webcast Replay

    Designed For

    All CPAs

    Objectives

    • Create a comprehensive employee training program integrating retention techniques, life insurance policy management, and estate tax mitigation strategies to optimize organizational sustainability and financial planning.

    Highlights

    • Employee retention
    • Business Exit Planning Insurance
    • Estate Planning

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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