Protecting Family Wealth: Insurance and Estate Planning
Professional Education

This summer, in light of the COVID-19 crisis, Professional Education will be offering all class offerings online. We will be using the platform Canvas to hold these classes. You will get access to the class Canvas page 2 business days before the class date. If you have any questions or concerns, please contact us via email at ProEd@continue.utah.edu

The course in estate planning focuses on the efficient conservation and transfer of wealth, consistent with the client's goals. It is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes. Meets with FCS 5540 and FCS 554.

This class is part of the following Professional Education certificate program:
Professional Certificate in Financial Planning

Questions? Call Professional Education at 801-585-1780 or use our online form.

Class Sections For Protecting Family Wealth: Insurance and Estate Planning (PEPEC 554)

Spring 2021 Section 90, Starting on: 01/19/2021

This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Students not seeking the certificate should register for FCS 554. See https://continue.utah.edu/proed for more information about the non-credit micro-certificate.

Date(s) Day Time Location
01/19/21 - 04/27/21
Tuition: $700.00      

Instructor: HEATHER SPENCER

Registration for this class will close on 01-12-2021 at midnight

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Questions? Call Professional Education at 801-585-1780 or use our online form.

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