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Event 

Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Category:
Financial Advisor Webinar Series
Title:
Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Presenter:
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Company:
Keebler & Associates, LLP
When:
06/05/17  4:00 PM EST - 5:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:653849387
Event rating:
User rating
 
4.8 (75)

Description

This class teaches Investment Adviser Representatives all they need to know about trusts and estates to advise on inter-generational transfers. This session covers fundamental legal principles, including:

Legal definitions
Principles of estate and trust planning
Property ownership
Differences in state and federal jurisdiction

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.


This webinar i
s
eligible for IRS EA CE, IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.



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Rambler Reviewed by Rambler
June 04, 2017
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Overall a great presentation
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matt.grennell@chicagopartnersllc.com Reviewed by matt.grennell@chicagopartnersllc.com
June 04, 2017

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fhelfrich Reviewed by fhelfrich
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good
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Ric Reviewed by Ric
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