Estate Planning
A required course in the Personal Financial Planning Certificate Program.
Learn how to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background of what you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction while exploring the most concepts and methods relating to lifetime gifts and trusts, title to property, life insurance and annuities, business interest, post death tax and legal problems.
Click on "See Details" below and refer to "Special Notes" for additional section specific information.
SPRING 2025
Class Schedule
| Event | Date | Day | Start Time | End Time | Location | Room |
|---|---|---|---|---|---|---|
| Event Start | Date 3/31/2025 | Day MON | Start Time | End Time | Location Online (Access Begins) | Room --- |
| Event Synchronous Meeting | Date 3/31/2025 | Day MON | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 4/14/2025 | Day MON | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 4/28/2025 | Day MON | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 5/12/2025 | Day MON | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 5/28/2025 | Day WED | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 6/9/2025 | Day MON | Start Time 07:00 PM | End Time 08:00 PM | Location Zoom | Room |
| Event End | Date 6/22/2025 | Day SUN | Start Time | End Time | Location Online (Access Begins) | Room --- |
Textbook Information for MGMT X433.9.
Required Textbook(s):
Meet Your Instructor(s)
Special Notes
This course will host live sessions via Zoom. A device with audio and visual will be needed to participate. Synchronous sessions are highly encouraged for an interactive learning experience but are optional. Sessions are recorded and available for viewing, allowing learners to engage with the content at their convenience.
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