Protecting You and Your Loved Ones: Estate Planning for Consumers - October 18, 2011 AICPA Webinar 


    Protecting You and Your Loved Ones: Practical and Vital Estate Planning Information For Consumers in Plain English

    Date:  October 18, 2011 at 2:30 pm e.t.
    Duration: 1 hour
    Speakers:  
    Martin Shenkman, CPA, MBA, AEP, PFS, JD
    Lisa Featherngill, CPA/PFS

    Registration Information

    Webinar Presentation recording | | Presentation Materials

    Consumers must take proactive steps to protect themselves and their loved ones.  Estate planning integrates financial planning, retirement planning, planning for disability and health issues.  A common misconception about estate planning is that it is something only wealthy individuals should do before they die.  However, estate planning is an important part of life, regardless of wealth.  Planning for the protection of your assets and passing them to your heirs is an essential process and one that should be undertaken with your most trusted advisor, your CPA financial planner.

    In this web seminar, Martin Shenkman, CPA, PFS led people in a practical and understandable discussion of key estate planning concepts that affect everyone, including:

    Steps in the estate planning process
    Building blocks of your estate plan: Documents, Insurance, Financial Planning, and Special Issues
    Estate planning with regard to charitable giving and chronic illness
    How your CPA financial planner can simplify your estate planning and save you time and money

    This was a free, one-hour seminar. Continuing education credit was not offered for this event.




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