CPAs, EAs, and other financial professionals
In this course, the first in the series, practitioners will learn about Trust and Estate Planning. The purpose of this lecture is twofold: 1) to expand a practitioner's knowledge-base, promoting growth of business and 2) to educate practitioners on how to provide comprehensive financial advice and planning strategies.
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 ACPEN.