Extraordinary Estate Planning for Ordinary People

Impact Day - Investment, Retirement, Estate, and Advanced Planning Center

Program Overview

Are your clients concerned about their estates but think they don't have "enough" to need a plan? Is the topic confusing or overwhelming to them? Many people with modest assets mistakenly believe estate planning is only for the wealthy, leading to common (and costly) misunderstandings.

Join the Investment, Retirement, Estate, and Advanced Planning (IREAP) Center for this informative Impact Day webinar designed to demystify the process and provide practical steps to secure their future and protect their loved ones. We will focus on the essential components of a basic plan, so you can empower your clients to take control of their legacy, regardless of their current net worth.

Featured Speakers:

Mat Powers, CFA, AIF, AIFA

Andrew Rinn, JD, CFP, CLU, ChFC 

Troy Branch, JD, CLU, ChFC

Educational Level

Intermediate

 
CE Credits

1.5 CFP® credits have been applied for.

1.5 Professional Recertification/PRP (American College) credits have been applied for.

1.5 CPE (accounting) credits have been applied.
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Prerequisite: Basic understanding of estate planning
-CPE Program Level: Intermediate

-National Association of Insurance and Financial Advisors (NAIFA)  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. 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. 

-Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Note: State Insurance Credits are not available for this webinar.

Additional CE Credit Info:

$5.00 fee for CE credit processing.

You must be logged in to the live webinar in order to earn CE credits. Listening to the presentation over the phone, without also logging in to the web portion, will not qualify for credits.

A certificate of completion will be emailed to you about a week after the webinar. 

NAIFA will report your CFP credit to the CFP Board for you after the webinar.

Registration Fee (also includes access to archived program)

Registration Options/Info

• Register online.
• Call NAIFA Member Experience department to register: 877-866-2432
• Refund Policy

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate.

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.