Learning Center

Tax & Estate Planning Knowledge Circle: Estate Planning Presentation: The Basic Probate Process and Estate Planning for Special Situations

Product not yet rated

  • Registration Closed

This Knowledge Circle session will be about how the probate process works and what one should expect when going through this process. It will also deal with issues like elderly and incompetent individual estate planning. There will be also some basic information on inheritance and estate taxes at the state level. 

Carl M. Christie, MBA, CFP®, CFS®

Carl M. Christie, MBA, CFP®, CFS®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

With nearly three decades of experience, Christie, who is based in South Florida, believes the right financial advice can help prepare you for whatever life brings – the expected and the unexpected.

As an experienced CERTIFIED FINANCIAL PLANNER™ professional and Certified Fund Specialist (CFS®), Christie specialized in retirement, investment, protection, and tax planning. He worked with individuals and families to review income and expenses, insurance coverage, tax status, financial objectives, risk tolerance, estate planning needs, and other information required to develop and implement a comprehensive financial plan.

Christie is an instructor in the CFP® program at Florida Atlantic University (FAU) and is a past volunteer leader with the Financial Planning Association of Connecticut Valley (now part of the FPA of Connecticut chapter), where he also served as president. He has also served on the FPA Annual Spring Conference and programs committee.

Christie earned his bachelor's degree from Charter Oak State College and a master's in business administration from Bay Path University.

Key:

Complete
Failed
Available
Locked
Tax & Estate Planning Knowledge Circle: Estate Planning Presentation: The Basic Probate Process and Estate Planning for Special Situations
11/19/2024 at 12:00 PM (MST)  |  60 minutes
11/19/2024 at 12:00 PM (MST)  |  60 minutes The session will be about how the probate process works and what one should expect when going through this process. It will also deal with issues like elderly and incompetent individual estate planning. There will be also some basic information on inheritance and estate taxes at the state level.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available