Tools To Get Your Clients Organized

Course Details

Date

Thursday, May 6, 2021

10:00am – 11:00am (Registration: 6:10am)

Location

Online

Field of Study

Management

CPE Credit

1 hour CPE credit

Level of Knowledge

Overview

Vendor

CPA Crossings

Prerequisites

None

Description

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.

Highlights

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

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


Designed For

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

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$39.00

Non-Member Fee
$51.00

Your Price
$51.00

View All Professional Development Courses