Estate planning, financial planning, and asset protection planning services cannot be performed in a vacuum- each of these elements has a major impact on the others. In this course, the participant will learn the interrelationships between each of these planning areas and the proper sequencing of planning activities among them. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.
Initiating a “total plan” (in a nutshell). Managing risk within the total plan. Life insurance-needs analysis and tax concepts. Tax benefits in education planning. Planning for disability. Basic issues in planning for death. Planning for IRA and qualified plan distributions. Estate/financial/asset protection intake issues.
Basic understanding of estate and financial planning fundamentals.
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.
Recognize the interrelationship of estate planning, financial planning, and asset protection planning techniques affect their clients. Recognize the above understanding as a method of producing a more sophisticated approach to assisting clients in accomplishing their total planning needs.
4.94 stars out of 5 - speaker rating for 2019
“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees
Non-Member Price $309.00
Member Price $259.00