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Interdisciplinary CurriculumCurriculum
Estate Planning for Financial Advisors
1Will & Trust Fundamentals for Advisors2Revocable vs. Irrevocable Trust Strategies3Beneficiary Designation Coordination4Estate Tax Planning & the Unified Credit5Charitable Giving Vehicles: CRTs, CLTs & DAFs6Business Succession Planning & Buy-Sell Agreements7Life Insurance in Estate Planning8Coordinating Estate, Retirement & Insurance Plans9Special Needs Planning & ABLE Accounts10Digital Asset Estate Planning
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Age of Easy Money (full documentary) | FRONTLINE

FRONTLINE PBS | Official · 114 min

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Mark Blyth - Global Trumpism and the Future of the Global Economy

McMaster Humanities · 100 min

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