Course ID: PSYC

The Psychology of Planning

Most estate and financial planning programs tend to deal with tax techniques and number crunching ideas. However, most of these programs neglected the human issues involved in the estate and financial planning process. This course provides the participant with an understanding of the psychological issues of planning.

Learning Objectives

Identify the “human” issues of estate and financial planning

Major Topics

  • Why clients fail to engage an estate plan
  • Why clients fail to comprehend financial planning techniques
  • Issues involving minor children
  • The second marriage and the “blended” family
  • Single parent issues
  • Issues of the non-traditional client
  • Issues involved in choosing the proper fiduciary

Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


Let's Roll!

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Or, contact BLI: 888-481-3500 or
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