Series 65 podcast · Episode 22
Ownership and Estate Planning Techniques
45 min of listening
Clients. Free audio, ready to play in your browser.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Types of Ownership
- Transfer on Death
- Beneficiary Designation
- Trusts and Wills
- QDROs
- Donor Advised Funds
Put this episode into practice with adaptive questions and flashcards in the full Series 65 course.