Sara and Steve 5

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 engage in their fifth meeting, Hannah will discuss estate planning and end-of-life decisions with Sara and Steve.  Additionally, Hannah provides commentary and insights to learners as they watch to give context and additional training.

Course learning objectives:

• Indicate the steps needed in assigning property titling and beneficiary designations
• Identify strategies to transfer property
• Review estate and incapacity planning documents

For experience hours seekers, please complete all of the required pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 1.5 CE hours.