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"Fabulous Five" Estate Planning Foundations


Exit Planning

 "Fabulous Five" Estate Planning Foundations
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Marketing
Item Number: 13PEP0924
Shipping Weight: 0lbs. 0oz.
Price: $80.00
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Program Description

This webinar focuses on the five foundational building blocks that lead entrepreneurs and their families to be able to initiate, design, and implement estate plans. It will help the advisor guide families as they build foundational blocks that are consistent with prior comments and disclosures the clients has made in the process. Advisors will find this helps motivate clients to take additional steps to address their family's wealth and the required planning to make their goals and objectives a reality.

Learning Objectives

After completing this webinar, attendees will be able to:

- Assist clients in collecting vital foundational information
- Teach clients how to identify key priorities and obtain an understanding of how important it is to value their life's work (their business)
- Illustrate the importance of addressing how impactful the value of a closely held business is to a family's wealth

Who Should Attend

Professional advisers working with closely held business owners

Presenter(s)

James D. Maher, JD, CPA, CEPA, CRPS, CRPC
Mr. James D. Maher is an award-winning, nationally recognized authority in estate planning, business transition, and philanthropy for closely held businesses and a sought after trainer and presenter on a range of topics.

Mr. Maher holds a BS and JD from the University of Missouri-Columbia. He additionally received his CPA designation and practiced at a Big Four Accounting firm. He is a member of the Missouri Bar, The Exit Planning Institute, The National Center for Employee Ownership, and the St. Louis Estate Planning Council. Mr. Maher holds the designations of Chartered Retirement Planning CounselorSM (CRPC®), Certified Exit Plan Advisor (CEPA), and Chartered Retirement Plan Specialist (CRPS).