Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics, diving into the intricate world of trusts and estates. As a trusted advisor, you'll acquire a deep understanding of how to strategically navigate this complex arena, ensuring a seamless transition of wealth across generations.
Click link below to download the pdf related to webinar.
Paper
104 Slides
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.
Video
103 Minutes
Bob Keebler
IAR program ID
C26625
CE Credit Designations and Licenses
CFP®
CLU
ChFC
RICP
IAR
CDFA
Credit Type hours
2
Subject
Products and Practices (IAR)
Subject hours
2
Survey
Will provide certificate for this self study
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