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Description
Certified Estate Planner™ (CEP®)
Topics include: Intro to Estate Planning, Unauthorized Practice of Law, Wealth Transfer, Taxes, Essential Documents, Planning for Incapacity, Will Centered Plans vs. Trust Centered Plans, Essential Elements in Both, Funding Trusts, Client Concerns, Wealth Protection, & Legacy Planning.
Learning Objectives
Candidate will receive a comprehensive education in basic estate planning and gain a fluent understanding and ability to educate their clients and prospects on the subject in order to assist them in navigating this extremely important area of their planning.