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Live Webinar: Convergence of Estate Structure and Financial Advice

Convergence of Estate Structure and Financial Advice

Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients. Many financial planners assist clients with estate planning, at least at a summary level and...

Live Webinar October 7, 2020 1:00pm EST

CLE, CPE credit available

OnDemand Course: How Financial Advisors Cut Ties with Clients

How Financial Advisors Cut Ties with Clients

For many financial planners and wealth advisors, helping clients achieve their lifetime goals is a rewarding process. However, you may not be enjoying your time spent with some of your clients.

OnDemand Course: Preventing and Recognizing Financial Elder Abuse

Preventing and Recognizing Financial Elder Abuse

Recognize and prevent financial elder abuse.This topic will help you define and recognize elder abuse. You will also be able to explain elder abuse and what can be done to prevent it.

Available as OnDemand Course, MP3 Download

OnDemand Course: Estate and Financial Planning for Clients Living With Chronic Illness

Estate and Financial Planning for Clients Living With Chronic Illness

Advise and protect your clients living with a chronic illness to ensure their assets and benefits are preserved.Elder law is a highly specific field of law, requiring an understanding of the ever-changing Medicaid and...

Available as OnDemand Course, MP3 Download

Bookstore: Medicaid and Elder Law in Maryland: Financial Powers of Attorney

Medicaid and Elder Law in Maryland: Financial Powers of Attorney

Medicaid and Elder Law in Maryland: Financial Powers of Attorney The Maryland legislature defines a power of attorney as a writing or other record that grants authority to an agent to act in place of the principal.

OnDemand Course: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Course, Video, Video, Video, Video, Video, Video

Live Webinar: Medicare Contribution Tax on Net Investment Income

Medicare Contribution Tax on Net Investment Income

Gain a better understanding on Medicare contribution tax on net investment incomes and who this tax applies to. Since 2013 many taxpayers have been affected by the net investment income tax.

Live Webinar November 24, 2020 1:00pm EST

CLE, Enrolled Agents, CPE credit available

Live Webinar: Best Practices in Identifying and Preventing Life Insurance Fraud

Best Practices in Identifying and Preventing Life Insurance Fraud

Life insurance fraud is becoming more common, learn how to detect these acts and prevent them from happening. The insurance industry is among the most heavily regulated industries in America.

Live Webinar December 15, 2020 1:00pm EST

CLE, CPE credit available

Live Webinar: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets. Learn how to best avoid liability and properly oversee the administration of an estate or trust.

Live Webinar September 21, 2020 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Estate Planning Technology: Electronic Wills

Estate Planning Technology: Electronic Wills

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic.

Live Webinar October 13, 2020 1:00pm EST

CFP, CLE, CPE credit available

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