Course ID: PSYC

The Psychology of Planning

Most estate and financial planning programs tend to deal with tax techniques and number crunching ideas. However, most of these programs neglected the human issues involved in the estate and financial planning process. This course provides the participant with an understanding of the psychological issues of planning.


LEARNING OBJECTIVES
  • Identify the “human” issues of estate and financial planning

MAJOR TOPICS
  • Why clients fail to engage an estate plan
  • Why clients fail to comprehend financial planning techniques
  • Issues involving minor children
  • The second marriage and the “blended” family
  • Single parent issues
  • Issues of the non-traditional client
  • Issues involved in choosing the proper fiduciary

DESIGNED FOR
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

FIELD OF STUDY
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

Let's Roll!

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Or, contact BLI: 888-481-3500 or learn@blionline.org