Estate Planning

Estate Planning 12 matching products

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Jul 21, 2015 - Jul 22, 2015 - Salt Lake City, UT - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference
$1129.00 - $1429.00
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Jan 17, 2015 - Jan 21, 2015 – Las Vegas, NV – Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retentionBundled with the Advanced PFP Conference - This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.
Conferences | Conference
$1475.00 - $1775.00
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Thursday, August 28 - Are you good with numbers and enjoy interacting with people? Do you want to have a positive impact on the lives of others through financial literacy? Are you dreaming of owning your own business and becoming financially independent? If you answered YES to any of these questions, attend this session find out if a career in personal financial planning is for you.
Web Events | Audio Webcast
$65.00 - $81.00
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A guidebook for professionals who structure, tailor and administer financial and estate plans. Covers estate, tax, retirement planning, as well as investment and risk management. Examines the techniques used to set and meet the financial goals of clients and their families.
Publications | On-Demand
$79.00 - $98.75
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Wednesday, November 5 - The program will discuss planning as it affects the decedent's final income tax return, as well as elections to make in connection with a fiduciary income tax return and the estate tax return of the decedent.
Web Events | Audio Webcast
$99.00 - $124.00
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This course covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property.
CPE Self-Study | CD-ROM, Text
CPE
$70.00 - $250.00
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Wednesday, August 13 - This webcast will discuss the role of charitable planning, especially the use of charitable remainder trusts, in this environment — and how charitable planning tools can relate to the personal and family tax and estate planning objectives of our clients.
Web Events | Audio Webcast
$99.00 - $124.00
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Nov 17, 2014 - Nov 18, 2014 – Philadelphia, PA – Learn the latest techniques to help your wealthy clients retain, accumulate and transfer wealth. Experts will share cutting-edge strategies and changing government regulations that affect your wealthy clients.
Conferences | Conference
$850.00 - $1150.00
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Jul 21, 2015 - Jul 22, 2015 - Salt Lake City, UT - Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
Conferences | Conference
$1129.00 - $1429.00
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Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV – Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.
Conferences | Conference
$675.00 - $975.00
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Wednesday, August 27 - This webcast highlights the importance of special needs trusts in estate and life planning. We will explore the various types of trusts and their uses, who qualifies for a special needs trust, which types of federal and state aid are impacted, and which expenses can be paid through the trust.
Web Events | Audio Webcast
$99.00 - $124.00
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This course clarifies the latest tax laws and describes some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries.
CPE Self-Study | Text
CPE
$185.00 - $231.25
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