What Financial Planners and CPAs should know about Trusts and Estates
(IAR Elig) - 05.10.2025
(IAR Elig) - 05.10.2025
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Saturday, May, 10 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
What You'll Learn
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives.
This course is on the intergenerational transfer of property and will focus…