rp

MSFP 615 Advanced Estate Management Planned Giving

An advanced gift and estate planning course which presents an overview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. GS 815 also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. Family business entity planning and buy-sell agreements are also addressed in the course. 000015 AEP BSP EPT<sup>&reg;</sup> MSFP MSFPP MSM Single Course 8 1.00 Philanthropic Planning Financial Planning Retirement Planning Leadership Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0000152 0

IRA Success

Ed Slott & Company's IRA Success

RICP®

Retirement Income Certified Professional®

Build holistic plans with extensive, intensive knowledge on Social Security, Medicare, long-term care, income products, strategies, and more.