33 Results for ‘create-effective-statements-of-functional-expenses’
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TopicsEmployment & Labor (109)Tax (74)Legal (73)Nonprofit (53)Banking (48) More
Product TypeOnDemand Course (30)Live Webinar (2)Report (1)
CreditCLE (2)CPE (2)CFP (1)
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
Gain an understanding on how to include benefits in an estate plan. Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and...
Live Webinar August 26, 2020 1:00pm EST
CLE, CPE credit available
Learn how to read, draft and document investment policy statements.Investment fiduciaries have an obligation to document a prudent investment decision-making process but many individuals and committees struggle with the...
CLE credit available
Learn to identify ways for your clients to avoid probate to reduce delays and expenses.Many estate planning clients in California are rightfully wary of having their estate pass through probate.
Understand the order of payments and distributions and how to deal with insufficient assets. Many individuals who are named as an executor or are acting as an administrator of an estate do not understand how important...
Gain an understanding of the different designs of trusts centered around Dynasty Trust.Dynasty trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also providing...
Gain an understanding of how to stay compliant with FINRA while using your digital presence and social media to obtain new clients. This topic will describe how to establish your personal brand and engage clients using...
Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...
All About ABLE: Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients. This topic will provide an overview of the Achieving a Better Life Experience...
Gain an understanding of the new taxation processes that are taking place in the U.S. this year.The Tax Cuts and Jobs Act made significant changes to the U.
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