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Physical and Digital Probate 6000036816-5W-WI

Physical and Digital Probate 6000036816-5W-WI

3 CE credits • Tracy Freese, MA, CTEP®

This webinar is for WISCONSIN insurance CE credit

  • WI Course No. 6000036816 (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.

This webinar is for WISCONSIN insurance CE credit

Event Details

Event Name: Physical and Digital Probate 6000036816-5W-WI
Show Event Date: 03 Oct, 2019
Individual Registration Rate: $44.00
Address: You will receive log-in instructions the day before your webinar.Please take the time to read the webinar info on our website by clicking the link below. PLEASE NOTE: ALL WEBINAR TIMES STATED IN CENTRAL TIME., , 53701