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This webinar covers the essentials you and your clients need to know about planning and getting organized for when you’re no longer around. The session will cover the legal documents, insurances, finances & assets (including digital), and legacy considerations that you and your clients should be focusing on.

The session will be presented by Everplans co-CEOs and co-founders - Abby Schneiderman and Adam Seifer - together with editorial director Gene Newman. The three Everplanners have also just released In Case You Get Hit By a Bus (published by Workman Publishing) - an Amazon Best Seller that offers an easy to use system for planning and organizing for any eventuality.

CE Eligible: Yes. CE is automatically submitted (for subscribers) to the CFP Board. Complete certificates are also provided to subscribers for self reporting for those with American College designations (CLU, CHFC and RICP), a CPA license and NAPFA members. 

CPE Eligible: Participants will earn 1 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

 

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.