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Tools To Get Your Clients Organized

  • 04/27/2021
  • 1:30 PM - 2:30 PM
  • Webinar - CPA Crossings


When a crisis occurs, events happen quickly, and certain decisions need to be made immediately. Unfortunately, some decisions are significant and can only be made by those who have the authority to do so. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:

  • Provide benefits for having an organized system for when your clients are of the aging population
  • Understand why End of Life discussions are essential
  • Know how to approach your clients, and yourself, with these difficult conversations that may arise
Program Content:
  • Taking an inventory of finances
  • Settling affairs at the end of life
  • How to work with the client during this time

Designed for: CPAs, Financial Planners, and others who want to better understand the aging population

Level: Overview

Instructor: Annalee Kruger

CPE Credits: 1

Area of Study: Business Management & Organization

Prerequisite: None

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