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

This course has been accepted by the CFP Board and 1.5 CFP Board CE hours may be earned. Students who complete this course can submit their experience hours and proof of completion to the CFP Board for 50 standard pathway experience hours and to AFCPE for 25 AFC experience hours.