Estate planning, financial planning, and asset protection planning
services cannot be performed in a vacuum – each of these elements has a
major impact on the others. In this course, the participant will learn
the interrelationships between each of these planning areas and the
proper sequencing of planning activities among them. Special planning
circumstances (for example, single parent issues) will be discussed
within this context. This novel course is one that practitioners cannot
afford to miss if they provide planning services to clients.