{"product_id":"divorce-helping-your-clients-plan-for-the-future","title":"Divorce: Helping Your Clients Plan for the Future","description":"\u003cp\u003eThis presentation will focus on how you can help clients who are contemplating or going through a divorce. In this course, we will\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003elearn the major income, gift, and estate tax issues that may arise during the divorce process;\u003c\/li\u003e\n\u003cli\u003eexplore the differences and impacts on asset division for clients living in community property states versus common law states;\u003c\/li\u003e\n\u003cli\u003egain an understanding that state laws may automatically void certain aspects of a client’s existing estate plan when the divorce is finalized;\u003c\/li\u003e\n\u003cli\u003eemphasize the importance of the client reviewing and updating their overall estate plan and specific planning tools in a timely manner; and\u003c\/li\u003e\n\u003cli\u003erecognize 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.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eThis course is eligible for 1.0 credit.\u003c\/p\u003e\n\u003cp\u003eTo 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. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eYou 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.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit.\u003c\/li\u003e\n\u003cli\u003eIf 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.\u003c\/li\u003e\n\u003cli\u003eYou will receive a link to a brief course evaluation after completing the quiz. \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8829482\/Quiz-Divorce-Helping-Your-Clients-Plan-for-the-Future\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166652956743,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/3680050924106695263_74715d2a-007d-4b13-8018-d631e766a929.png?v=1788543796","url":"https:\/\/wcstore.wealthcounsel.com\/products\/divorce-helping-your-clients-plan-for-the-future","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}