CPA Advantage Tactical Tuesdays Webinar Series! Estate Planning Basics

National Life’s Advanced Markets Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar on the basics of estate planning, including a review of the documents that should be a part of everyone’s estate plan such as wills, financial and healthcare powers of attorney, and revocable trusts.

Inviting your CPA partners to attend is a great way to enhance existing relationships and to introduce new CPAs to NLG’s CPA Advantage Program. Also, one CPE credit is awarded for CPAs who register and attend!

Register today using the link below:

For more on this topic –

Join the experts on National Life Group’s Advanced Markets team as they discuss how life insurance can benefit your clients.

Tactical Tuesday – Estate Planning Basics

Presented by Pam Cathlina, Yining Eads, Meg Muldoon
Tuesday, April 23
1:00 p.m. ET; 12:00 p.m. CT

Register Now

 

Topics and registration links for the remaining 2024 webinars.

• Tuesday, May 28. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Overview of Federal Gift and Estate Taxes

• Tuesday, June 25. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Estate Planning with Irrevocable Trusts

• Tuesday, July 23. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Uses of Life Insurance in Estate Planning

• Tuesday, August 27. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Planning for Foreign Nationals

• Tuesday, September 24. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Estate Planning with Business Owners

• Tuesday, October 22. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Estate Planning for Retirement Benefits

• Tuesday, November 26. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Planning For Individuals with Special Needs

• Tuesday, December 17. At 1:00 p.m. ET; 12:00 p.m. CT

Tactical Tuesday – Split Dollar Arrangements

 

Dates: Fourth Tuesday of the month as noted on the webinar list above  I  Learning Objectives: The attendees will be able to understand each webinar concept at a high level to help them identify needs and introduce the information to clients  I  Each Webinar Designed for: 1 CPE credit  I  Course Level: Intermediate | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None  I  Cost: None

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org