Tools & Techniques - Analyzing and Comparing Tools & Techniques on Specific Criteria.
Plenty of people focus most of their energy on making more money now, and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.
But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.
Estate planning provides families a great opportunity to be prepared for unexpected incapacity and death.
Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for retirement planning our futures. Estate planning has many intricacies that many including clients do not want to deal with. This webinar addresses questions and provides answers to those curious about how to setup an estate plan.
Field of Study: Specialized Knowledge
2 activities • 1 videos • duration: 1h 11m
Drew Stevens works with individuals and organizations that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with so that they can have profound longevity in order to create a legacy. Mr. Stevens has worked on Wall Street since 1985 helping working with portfolio managers, traders brokers, and other investment professionals. He has produced over $11 billion in revenue for organizations while always delivering to others. He contributed 14 books and over 4500 articles and Internet articles to stimulate others to increase their knowledge and awareness of the financial markets. He is a registered insurance professional and working actively towards his investment advisory certification. Mr. Stevens is a well-known international keynote speaker and seminar producer.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
It covered what I was hoping it would cover in a very understandable way.
