Self-Study Continuing Education Courses
for Financial Professionals

Life and Death Planning for Retirement Benefits View Table of Contents [ Print This Page ] Credits: CFP®: 24 Licenses: CFP EA PACE A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors. This course is based on the book Life and Death Planning for Retirement Benefits (6th ed., 2006) by by Natalie B. Choate, Esq.. About Life and Death Planning for Retirement  Benefits In her book, estate planning expert Natalie B. Choate describes the essential steps required to effectively deal with clients' retirement plans and IRAs . The only book about retirement benefits written specifically for financial planners, Life and Death Planning for Retirement Benefits explains the rules and then reviews the options for dealing with taxes, regulations, and client fact patterns -- in both "planning mode" and "clean-up mode." This edition includes the new Pension Protection Act of 2006. The detailed, yet easy-to-read text includes case studies, checklists, forms, and tables, enabling you to avoid costly mistakes and plan with confidence for your clients' retirement. Course Information  What's Included Book (553 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Estate Planning; Retirement Planning; and Income tax Planning. (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print.   How to Order Order online or by phone (800-588-7039) . To order online: Enter quantity below Click "Add to Cart." Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Regular Price: $169 Price:  $149.00 Quantity