WEBINAR Journal in the Round: Estate Planning for Clients in a Changing World
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It is imperative for financial planners to inform clients of constantly changing federal and state laws regarding estate planning, especially during the COVID-19 pandemic. 1.00 CFP CE FREE for FPA of Illinois Members

4/29/2020
When: Wednesday, April 29, 2020
1:00 - 2:00 pm
Where: Live Webinar
United States

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PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION


It is imperative for financial planners to inform clients of constantly changing federal and state laws regarding estate planning, especially during the COVID-19 pandemic. Join April’s Journal of Financial Planning contributors Randy Gardner, J.D., LL.M., CPA, RLP®, CFP®, and Leslie Daff, J.D., MBA, as they expand on the basic estate planning framework and advanced planning guidance outlined in their article, emphasizing important strategies and information to communicate with clients during and after the pandemic. This online, interactive roundtable conversation will be moderated by FPA host Robert Castillo, ADPA.

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

 

1.00 CFP CE

 

FREE for FPA of Illinois Members

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