Please note the CE credit is only offered for the live presentation on the date and time of the event

Join March's Journal contributor Caroline Demirs Calio J.D., and financial advisor Mark Coffey, JD, CFP®, to discuss the most common mistakes in estate planning, and how planners can help clients avoid them. Their discussion is followed by a live Q and A, moderated by Mark Prendergast, one of FPA's Knowledge Circle hosts.


Level of Complexity: Overview


Course Objectives
  • Identify necessary components of estate planning documents, including beneficiary designations and appropriate fiduciaries
  • Demonstrate an understanding of common estate planning mistakes, including property titling and liquidity sources
  • Develop plan for client's estate, before date of death to final distribution, including consideration of tax consequences.
Course Information
Date Presented:
March 29, 2017 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round: Estate Planning
Speaker Information
Mark Coffey J.D, CFP  [ view bio ]
Caroline Demirs Calio J.D.  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00