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Physical and Digital Probate 103436-3-IA

Physical and Digital Probate 103436-3-IA

3 CE credits • Tracy Freese, MA, CTEP®

Location Course

  • IA Course No. 103436 (General)
  • CFP Board Program ID #256084

Insurance professionals must be familiar with financial planning topics.  Planners need an awareness of legal documents, planning and processes that occur before and after death.  Tax knowledge is also helpful.  Personal representatives are tasked with adhering to the decedent’s wishes while distributing assets according to fiduciary laws. There is a strong connection to the past, but with today’s hectic online life, often digital demands of probate are overlooked. How will your legacy live on in both physical and virtual reality? We will take a close look at how to, not only transfer physical assets through the probate process, but also advice on how to handle digital assets when someone dies.  Taught by an insurance professional, the information is not legal advice, but rather, is guidance for us insurance producers, knowledge to point clients in the right direction for help and be aware that online assets exist.

NOTICE:  The R.I.P. Roadmap (8:30-11:20am) and Ethics & The Afterlife (3:00-5:50pm) are also offered on this date at this location.

Event Details

Event Name: Physical and Digital Probate 103436-3-IA
Show Event Date: 18 Jun, 2019
Individual Registration Rate: $55.00
Address: 1770 Boyson Road,Room 100. Please park in the North Lot (behind the building), use the right side doors and Room 100 is located to the right., Hiawatha, IA 52233