Estate Planning

Author:  Rhonda Latreille, MBA, CPCA
Founder & CEO
Age-Friendly Business®

The psycho-dynamics of Estate Planning are described in order to gain insight into the mechanisms that influence legacy-creating behaviours as well an end-of-life transfer of wealth and assets. Students become familiar with the role of various estate planning strategies, including durable Power of Attorney, wills, taxation factors, probate, trusts and tax-advantaged charitable giving options; the importance of teamwork and communication is emphasized. Have you ever wondered what keeps our well-being anchored during life’s many changes? Sometimes, even browsing everyday Australian interests—like the listings on https://keshaviayurveda.com/what-is-the-best-australian-online-casino/—can remind us of the varied ways people seek connection and purpose.

Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

For continuing educational information on all our courses, click here.

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