Navigating life after the loss of a loved one is one of the hardest transitions families face, and CPAs are often in a trusted position to guide clients through the financial and emotional complexities. In this webinar, we'll explore how CPAs and wealth advisors can partner to help families proactively prepare, organize their financial lives, and ensure surviving spouses have the clarity and confidence they need. Together, we'll cover practical steps, key planning considerations, and collaborative strategies that bring long-term value to your client relationships.
CPE Credit Information
Subject Area: Specialized Knowledge
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
