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Live Webcast

Estate Planning Basics


Total Credits: 2 including 2 CE Credit

Average Rating:
   4.7
Category:
Life
Faculty:
Mark Ricklefs
Duration:
2 hrs
License:
Access for 30 day(s) after program date.



Description

Course Description:

 Learn the basics of wills, trusts, and probate avoidance in the ever-changing estate planning environment.

   Mark Ricklefs, CLU ChFC CFP, Certified Financial Planner Professional, will make sense of these complicated legal documents!

 

 

 

 

Course Materials

Dates

Thu, Oct 10, 2019 - 03:00p to 05:00p EDT
Thu, Nov 14, 2019 - 03:00p to 05:00p EST
Thu, Dec 12, 2019 - 03:00p to 05:00p EST

State Specific Details

State Approval Information Details

 KS - This course is approved for 2 hrs - Life and Health CE - 984535 - Note -  KAIA will file your earned CE electronically within 10 business day after course completions

NC - This course is approved for 2 hrs CE - Course# C99595

NJ - This course is approved for 2 hrs CE - Course# 88892937

KY - This course is approved for 2 hrs CE - Course# C10006

WV - This course is approved for 2 hrs CE - Course#106109

 


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 18

Comments

Thomas K - Lawrence, Kansas

"Mark Ricklefs was extremely knowledgeable"

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