Digital Assets: Unpacking where Life Decisions and Laws Convene
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In an era of technological advances and non-traditional assets, many people lack a full understanding of the conglomeration of owner agreements, inadequate beneficiary controls, as well as lagging Federal and State laws. Often digital assets are not monetary in nature, but rather an accumulation of life decisions and choices complete with strong feelings either positive or negative regarding posthumous access. Collaborate with industry peers as Cannon expert Fran DeMaris leads an interactive review of this growing asset class and the tough decisions encountered during the estate planning process.
This course qualifies for the following CE credits:
AFIM® CE: 2.5 HRS
CTFA™ CE: 2.0 HRS
CFP® CE: 2.5 HRS
CWS® CE: 2.5 HRS
FIRMA® CE: 2.5 HRS