Tools To Get Your Clients Organized (C49410)


Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

12/07/2020

Registration Open:

12:00 AM - 1:30 PM

Time:

1:30 PM - 2:30 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Business Management & Organization (1.00)

Level of Knowledge:

Overview

Price:

Member: $39.00
Nonmember: $59.00

Individual Discounts:

Not Available

Overview

  • 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


Highlights

  • Taking an inventory of finances
  • Settling affairs at the end of life
  • How to work with the client during this time

Speaker(s)

Prerequisites

None