Electronic signatures, electronic notarization, and electronic wills are efficient methods of executing estate planning documents, and they have become more common during the pandemic. This webinar will examine ways to reduce and manage associated risks, and increase the enforceability of implementing e-signatures, e-notarization, and e-wills.
Tackling the risk of signatory fraud and reliability
Managing the risk of unauthorized signing
Complying with laws and regulations
Best practices for implementing electronic signatures
The Certified Financial Planners Board has granted 1.50 credit for this live webinar. Recordings are not eligible for CFP credits.
This intermediate level, Group Internet-based webinar is eligible for 1.80 CPE credits for CPA (IT).
Prerequisite-Attendees should have background knowledge of the field of wealth management and trust within the financial services industry.
For more information regarding refund, complaint and program cancellation policies, contact American Bankers Association at 1-800-BANKERS.
American Bankers Association 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.