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Discover How to Have Impactful Legacy Conversations

 Mon, 05/16/2022 from 1:00 pm to 2:15 pm
 Online
 
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$87.00 Regular Registration
Your Price
$109.00 Regular Registration
Designed For:

tax professionals who serve individual clients; CPA and professional financial planners; practitioners who provide tax, retirement, estate, investment, and/@or Risk Management planning services

Prerequisite:

Basic knowledge of financial planning and estate planning.

Clear and actionable personal wealth documentation (bold)Formulating an immediately actionable method to clarify legacy conversations is crucial to best serving your client.In this webcast, you'll learn: - Practical strategies and resources to help clients relay intentions- How best to create personal wealth documentation- How to guide discussions about ethical wills, donor intent, and letters of wishes


Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.