Divorce: Helping Your Clients Plan for the Future

$99.00

This presentation will focus on how you can help clients who are contemplating or going through a divorce. In this course, we will

learn the major income, gift, and estate tax issues that may arise during the divorce process;
explore the differences and impacts on asset division for clients living in community property states versus common law states;
gain an understanding that state laws may automatically void certain aspects of a client’s existing estate plan when the divorce is finalized;
emphasize the importance of the client reviewing and updating their overall estate plan and specific planning tools in a timely manner; and
recognize the unintended tax and nontax consequences when retirement assets and individual retirement accounts (IRAs) are not properly transferred and beneficiary designations are not updated in a timely manner.

This course is eligible for 1.0 CFP credit. CFP credit approval will expire on 12/31/2026.

To receive certified financial planner (CFP) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent.

Please note the following before you begin:

This on-demand program is not eligible for certified professional education (CPE) credit or continuing legal education (CLE) credit.
You will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.
Upon passing, you will receive an email with your attached certificate. Keep this email for your records.
After you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.
If you need to self-apply or submit information to an organization for other types of continuing education credit, contact shopcle@wealthcounsel.com for the agenda, speaker bio, and written materials.

Click here to start the quiz.