Estate Planning Basics
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 4.7
- Category:
- Life
- Faculty:
- Mark Ricklefs
- Duration:
- 2 hrs
- License:
- Access for 30 day(s) after program date.
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Audience: Agent and Customer Service Training
Description
Course Description:
Learn the basics of wills, trusts, and probate avoidance in the ever-changing estate planning environment.
Mark Ricklefs, CLU ChFC CFP, Certified Financial Planner Professional, will make sense of these complicated legal documents!
Course Materials
| Estate Planning | Available after Purchase | ||
| PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
Dates
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Thu, Nov 14, 2019 - 02:00p to 04:00p CST
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Thu, Dec 12, 2019 - 02:00p to 04:00p CST
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Thu, Jan 09, 2020 - 02:00p to 04:00p CST
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Thu, Feb 13, 2020 - 02:00p to 04:00p CST
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Thu, Mar 12, 2020 - 02:00p to 04:00p CDT
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Thu, Apr 09, 2020 - 02:00p to 04:00p CDT
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Thu, May 14, 2020 - 02:00p to 04:00p CDT
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Thu, Jun 11, 2020 - 02:00p to 04:00p CDT
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Thu, Jul 09, 2020 - 02:00p to 04:00p CDT
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Thu, Aug 13, 2020 - 02:00p to 04:00p CDT
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Thu, Sep 10, 2020 - 02:00p to 04:00p CDT
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Thu, Oct 08, 2020 - 02:00p to 04:00p CDT
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Thu, Nov 12, 2020 - 02:00p to 04:00p CST
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Thu, Dec 10, 2020 - 02:00p to 04:00p CST
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State Specific Details
State Approval Information DetailsKS - This course is approved for 2 hrs - Life and Health CE - 984535 - Note - KAIA will file your earned CE electronically within 10 business day after course completions
NC - This course is approved for 2 hrs CE - Course# C99595
NJ - This course is approved for 2 hrs CE - Course# 88892937
KY - This course is approved for 2 hrs CE - Course# C10006
WV - This course is approved for 2 hrs CE - Course#106109
Reviews
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Overall: 4.7
Total Reviews: 19
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