72 Results for ‘financial-impacts-of-covid-19-restructuring-liquidity-issues-and-bankrupicies

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OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

Available as OnDemand Course, Video, Video, Video, Video, Video

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

CPE credit available

OnDemand Course: Convergence of Estate Structure and Financial Advice

Convergence of Estate Structure and Financial Advice

Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients.Many financial planners assist clients with estate planning, at least at a summary level and to...

OnDemand Course: Preventing and Recognizing Financial Elder Abuse

Preventing and Recognizing Financial Elder Abuse

Recognize and prevent financial elder abuse.This topic will help you define and recognize elder abuse. You will also be able to explain elder abuse and what can be done to prevent it.

OnDemand Course: How Financial Advisors Cut Ties with Clients

How Financial Advisors Cut Ties with Clients

For many financial planners and wealth advisors, helping clients achieve their lifetime goals is a rewarding process. However, you may not be enjoying your time spent with some of your clients.

OnDemand Course: Estate and Financial Planning for Clients Living With Chronic Illness

Estate and Financial Planning for Clients Living With Chronic Illness

Advise and protect your clients living with a chronic illness to ensure their assets and benefits are preserved.Elder law is a highly specific field of law, requiring an understanding of the ever-changing Medicaid and...

Available as OnDemand Course, MP3 Download

CLE credit available

Bookstore: Medicaid and Elder Law in Maryland: Financial Powers of Attorney

Medicaid and Elder Law in Maryland: Financial Powers of Attorney

Medicaid and Elder Law in Maryland: Financial Powers of Attorney The Maryland legislature defines a power of attorney as a writing or other record that grants authority to an agent to act in place of the principal.

OnDemand Course: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Course, Video, Video, Video, Video, Video, Video

Live Webinar: What to Do With That Unwanted Life Insurance Policy

What to Do With That Unwanted Life Insurance Policy

Learn the process needed to determine the best use of an existing unwanted life insurance policy. As financial planning practitioners, our clients will seek our guidance on old whole life insurance policies.

Live Webinar December 16, 2021 1:00pm EST

CLE, CPE credit available

Live Webinar: Post-Mortem Estate Planning

Post-Mortem Estate Planning

Gain an understanding of how income tax and estate planning are affected once a client passes away. Attorneys for fiduciaries of estates and testamentary trusts must provide proper advice to their fiduciary clients.

Live Webinar November 29, 2021 1:00pm EST

CFP, CLE, CPE credit available

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