- Credits: 1
- Format: Self-Study Audio
- Field of Study: Specialized Knowledge
- Author/Speaker: Art Werner
|Program Prerequisites:||General Understanding of Estate Planning|
|Published Date:||April 2022*|
During this course, we will look at the questions you should ask and identify with your client. This will benefit your ability to better understand your clients' needs and the reason for his/her decisions.
This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. By knowing your clients' background, you will better understand their needs and the discussions you may want to have with them.
During this course, we will look at estate planning and its benefits. Some of your clients may have already started this process, but most of you will experience the client has given this little thought.
- Importance of Estate Planning
- Asset protection
After reading the course material, you will be able to:
- Identify the benefits of estate planning.
- Assist your client in forming an Estate plan.
Who Should Attend:
- All Certified Public Accountants (CPAs)