Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
Thursday, July 11, 2024
Webcast or Webinar, Online
12:00PM - 1:01 PM (opens at 11:30AM) EST
1Credits
Technical Business
Registration is Open
Members
$5.00 Regular Price
Non-Members
$15.00 Regular Price
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Course Type: Webcast
Course Code: 24/AC907625
Level: Intermediate
Vendor: ACPEN
Field of Study: Specialized Knowledge
Overview:
Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.
Objectives:
- Create a comprehensive employee training program integrating retention techniques, life insurance policy management, and estate tax mitigation strategies to optimize organizational sustainability and financial planning.
Major Topics:
- Employee retention
- Business Exit Planning Insurance
- Estate Planning
Major Topics:
- Employee retention
- Business Exit Planning Insurance
- Estate Planning