Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This session is ideal for professionals looking to deepen their understanding of estate planning essentials like revocable trusts, wills, and powers of attorney, and how to effectively coordinate these with various financial assets, including investments, real estate, and retirement accounts.
You will learn:
- The basics of estate planning and its key components.
- Strategies for aligning different types of financial assets with your estate plan.
- Techniques for effective coordination and tax considerations.
This webinar, cosponsored by NAEPC, is free for both NAIFA members and non-members and offers CE credits for attendees. It’s a great opportunity to ensure your financial planning knowledge is comprehensive, up-to-date, and aligned with your clients' estate planning objectives.
Don't miss out on this session for enhancing your financial strategy. Register today!
