Continuing education credit is available at this webinar for Accredited Estate Planner® designees who attend the entire program. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements, are able to self-file, and have participated in the entire program. It is your responsibility to determine whether your state, discipline, or designation will allow you to self-file for a distance-learning program.
What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies
Speakers:
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®
Thomas M. Griffith, ChFC®, CAP®, AEP®
Ginger F. Mlakar, JD, CPA, AEP®