Lifecycle Financial Planning - Estate Planning - Will & Advance Directive

OL1474  |  On Demand Course  |  Update  |  Self-Study

Description

If you work with individual clients on personal financial planning or tax matters, it is natural for them to bring up end of life issues. When is the right time to draft a will? What are medical directives? What is probate? Even if you end up referring clients to an attorney to help them address these issues, it is important for you to know something about these topics. You can help clients better be prepared for their conversations about estate plans, if you know the topics to bring up. In this course, we will discuss basic estate planning questions that most clients need to address. We will talk about common will provisions and medical directives, so that you can feel more comfortable with the vocabulary of these topics. You can get your clients thinking about these topics, so that they can be better prepared to address them.

Credits

Number of Credits Type of Credits
1.00 Specialized Knowledge

Designed For

Practitioners who engage in personal financial planning.

Objectives

  • Identify important topics to bring up with clients when it comes to discussing wills.
  • State when a living will should be considered by a client.
  • Recognize common terms in wills and trusts.

Prices

Member (Early Bird)
$59.00
Non-Member (Early Bird)
$99.00
Member
$59.00
Non-Member
$99.00
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $40.00 on this event. Not a member? join today.

Instructors

David Peters

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.

David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent's Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services' 2019 NextGen Financial Services Professional Award.

He holds four master's degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

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