P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Estate Planning Overview
Course Description: Estate Planning Overview presents the basic knowledge to enable Trust Officers to recognize the needs of clients in order to determine an estate plan with tax or non-tax considerations. The course also reinforces the consequences of the unauthorized practice of law. Audience: This course is appropriate for Trust Officers who have already achieved a basic level of knowledge and expertise in the trust field. Learning Objectives: After successfully completing this program, you will be able to:   • Examine the goals of estate planning as part of a client's overall financial strategy   • Identify non-tax considerations as relevant to estate planning   • Recognize the consequences of engaging in the unauthorized practice of law Course Credits: AIB: 0 ; ICB: 6.25 (CTFA/PFI) ; CFP: 3.0 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160   •   NonMembers $215       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association