Description:
Discover from the best of the best – wealth advisors, estate attorneys, tax advisors, family governance experts, and leading academics – and learn what works (and what doesn’t work) when navigating the complexities of concentrated wealth.
This “best of” wealth bundle features some of the most highly-rated wealth sessions with a slant toward the future of investment and wealth management in the face of disruption. These industry thought-leaders are eager to share their different perspectives, insights, and projections for the opportunities to watch and challenges to anticipate to move your career and business forward in this post-pandemic world.
Speakers:
- Steve Siegel, JD, LLM
President, The Siegel Group
- Kent McClanahan, CFA®, Kimberly Shappee, Andrew Heald, Angie O'Leary
RBC Wealth Management
- Courtney Pullen
President, The Pullen Consulting Group
- Tim Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning, Baird
- Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax
Chief Learning Officer, Investments & Wealth Institute
Included Recordings:
- Critical Estate Tax Law Planning Conversations for Your Most Important Clients | 1.5 tax & regulations Premier CE credits, 1.5 CFP CE credit- How ESG Can Bridge Next-Gen Wealth Transfer Conversations | 1 Premier CE credit, 1 CFP CE credit
- Intentional Wealth: How Families Build Legacies of Stewardship & Financial Health | 1 Premier CE credit, 1 CEP CE credit
- Secure Act, IRA Beneficiaries, and the New 10-Year Rule | 1 Premier CE credit, 1 CFP CE credit
Continuing Education (CE)
Investments & Wealth Institute®:
- 5.5 hours of CE credit
- Learners must complete each recording and its corresponding quiz. Quizzes must be passed with a 70% score or higher
- CE credit is awarded per session, upon completion of both the recording and its associated quiz
- CE credit is automatically uploaded to your certification record(s) but may take up to 2 business days to be reflected
CFP Board®:
- 5.5 hours of CFP® CE credit for CFP® certifications
- Learners must complete each recording and its corresponding quiz. Quizzes must be passed with a 70% score or higher
- CFP® CE credit is awarded per session, upon completion of both the recording and its associated quiz
- CFP® CE credit is reported to the CFP® Board within 1 week; Institute staff report to the CFP® Board weekly, typically Wednesdays
- One year from the date purchased