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Secrets of The Rich and Famous - Protecting Your Loved Ones and Your Property

Understand your estate planning options, minimize taxes and plan for a liquid financial future.

For as hard as you earn it, you must understand how to protect and maintain your income. An effective estate plan can help ensure that your family's financial needs, your individual needs and your future retirement needs are cared for. Most importantly, planning now may help you in the future - whether a critical or family issue. Planning now and preparing will save you hours of anxiety. A well planned strategy will provide you years of peace of mind.

61 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Documents Required for Planning

Where, When, Why and How to Begin the Process

Who to Call and How to Trust Someone Else With Your Investments

Compare and Contrast the Different Options Available for Your Investments

Create Paths of Success With Instruments You Did Not Know Exist

Key Tax Basics and Understand the Difference Between Gift Tax and Estate Tax

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

MP3 Download

  • Arizona CLE 1.0
     
  • CA MCLE 1.0
     
  • CT CLE 1.0
     
  • HI CLE 1.0
     
  • ME CLE 1.0
     
  • NJ CLE 1.2
     
  • VT CLE 1.0
     
  • WV MCLE 1.2
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Course

This course was last revised on January 12, 2021.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Drew Stevens, Ph.D.

Drew Stevens, Ph.D.

Stevens Consulting Group

  • President of Stevens Consulting Group
  • 33 years of true sales experience and advanced degrees in sales productivity
  • Over 30 years of investment banking, private equity and merger, and acquisition experience
  • Author of the successful sales process books, Split Second Selling and Selling the Norm, and Split Second Customer Service; as well as 14 other books
  • Creator of the Sales Leadership Certificate, one of only 64 programs in the United States offering an accredited degree in the profession of selling
  • Has a top-ranked podcast - Sales Acceleration
  • Works with organizations and individuals that struggle and transforms them into wealthy professionals
  • Leading international keynote speaker and is often requested by the media
  • Over 3,500 business articles and 45 audios, and over three decades of revenue experience
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Access to all training products for one year
$699/year

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With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

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You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 408242
Published 2021
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Available in Multiple Formats

Purchase this course and learn on your schedule!