This CPE course is designed to help you understand and appreciate the differences between the different personality styles. You’ll learn how to effectively hire and develop employees based on their strengths, weaknesses, wants, and needs.
Learning Objectives
- Learning Outcomes
- Determine the role and requirements of guardianship.
- Identify alternative arrangements to guardianship.
- Determine the potential role of insurance in addressing incapacity risk.
- Identify postmortem planning opportunities for elections on estate and income tax returns.
- Determine how valuations, deductible expenses, and disclaimers can reduce taxes for the decedent’s estate and beneficiaries.
- Apply the use of redemptions and deferrals to postmortem estate planning for shareholders of closely held businesses.
- Identify estate planning implications for a U.S. citizen of having a noncitizen spouse.
- Determine estate planning considerations for blended families.
Major Topics
Define all four personality styles ;Describe strengths and weaknesses ;Identify motivating and de-motivating factors ;Determine effective communication techniques appropriate for each style ;Practice methods for interacting with differing personality styles
