Austin and Lindsay 4

Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.

In this session, Hannah and the clients will discuss a sudden change in the client’s financial plan, analyze life insurance needs and discuss key estate planning elements with the clients. 

Course learning objectives:

• Analyze differences in qualified plan rules and options
• Estimate retirement needs analysis
• Recognize key elements in life insurance analysis
• Review life insurance, individual and group policies
• Review property titling and beneficiary designations
• Identify key estate and incapacity planning documents
• Assess client and planner attitudes, values, biases

Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 Standard Pathway experience hours. The CFP Board CE portion of this course has been archived – no CE hours may be earned.