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Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan


This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.

You will learn to: 

  • Clarify estate planning essentials: Revocable Trust, Will, Powers of Attorney
  • Review various financial assets and how different types of assets are best coordinated with an estate plan
  • Identify techniques to ensure effective coordination of financial assets
  • Identify tax considerations related to coordinating financial assets and estate planning


Webinar Cosponsored by





Continuing Education & Additional information are provided below.

Wednesday, May 1, 2024

12:00 pm - 1:00 pm eastern


Registration Fee*


Live Event:

FREE for Members & Non-Members


CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification (PACE) Credit: $5


*Registration Fee includes live webinar, presentation material, and access to the archived program

Program Overview

May 1st | 12 - 1 pm eastern


Mary Vandenack




Mary Vandenack

Mary E. Vandenack, JD, ACTEC, CAP®, COLPM®, AEP® (Distinguished) is a partner at Duggan Bertsch managing the Omaha, Nebraska office. Mary is a highly regarded practitioner in the areas of tax, trusts and estates, private wealth planning, asset protection planning, business and business succession planning, and philanthropic strategies. Mary also has expertise in mental health law and professional licensing. Mary’s practice serves businesses and business owners, executives, real estate developers and investors, health care providers, companies in the financial industry, and tax-exempt organizations.

Mary is a member of the American Bar Association Real Property Trust and Estate Section where she serves on Council.  Mary is a member of the American Bar Association Law Practice Division where she currently serves as Chair.  Mary has been named to ABA LTRC Distinguished Women of Legal Tech, received the James Keane Award for e-lawyering, and serves on ABA Standing Committee on Information and Technology Systems. Mary is a frequent writer and speaker on tax, benefits, asset protection planning, and estate planning topics as well as on practice management topics including improving the delivery of legal services, technology in the practice of law and process automation.

Mary hosts a podcast: Legal Visionaries


Educational Level



CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (formerly PACE) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of estate planning and financial planning
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate-Advanced

Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP/NAIFA will report your credit to the CFP Board for you after the webinar.



Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for accessing the PowerPoint/presentation material.


Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register anyway and you will automatically be sent the recording link.