Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.
Take part in National Back to School Month and discover essential estate planning documents that can help safeguard clients during their lifetimes and support their families after they are gone.
49.5 million students were enrolled in public schools in 2025.1
- What are the pillars of estate planning that everyone should have?
- How do property ownership and beneficiary designations play a role in estate planning?
- What are the types of trusts and how do they work?
Program knowledge level: Overview
Estate Planning Basics
Tuesday, August 25
1:00 p.m. ET; 12:00 p.m. CT
Expand your expertise–register for the complete Tactical Tuesday webinar series.
Each session breaks down key Advanced Sales concepts in clear, easy-to-follow formats designed to help you learn, grow, and build confidence.
This series also offers an excellent opportunity to cultivate CPA relationships. CPAs who register and attend will earn 1 CPE credit per webinar. Register for additional opportunities today!
| September 22 | Your Legacy, Your Choice: Beneficiary Designation Life Lessons |
| October 27 | Overview of Non-Qualified Annuity Taxation |
| November 17 | Special Planning for Special Families |
| December 15 | Secure the Future of a Business: Buy-Sell Agreements |
All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited.
Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None
Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
1. How Are U.S. Public Schools Doing in 2025?, Public School Review, December 2025
TC9063472(0826)1
