Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.
Celebrate National Financial Education Month and learn how U.S. laws affect planning for international families with U.S. ties
A record high 15.6% of the U.S. population in 2024 was foreign born..1
- What are some of the essentials of estate planning?
- How do the federal gift and estate tax laws impact foreign nationals?
- Which estate planning strategies should foreign nationals consider?
Program knowledge level: Intermediate
Estate Planning Strategies for Foreign Nationals
Tuesday, July 28
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!
| August 25 | Estate Planning Basics |
| 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
TC9015708(0726)1
