Divorce: Helping Your Clients Plan for the Future

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 credit.

To receive certified financial planner (CFP) or continuing education (CE) 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:

• 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.
• This on-demand program is not eligible for certified professional education (CPE) credit.
• If you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.
• You will receive a link to a brief course evaluation after completing the quiz. 

Click here to start the quiz.