Audio/Web Conference: Retirement Planning for the Other 10% —
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals 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.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This webinar will address how the estimated 10% of coupled U.S. households that are not in a federally recognized marriage can effectively plan for retirement. We will look at the current demographic and legal landscape around the country to set the stage for planning. What are the particular issues facing same-sex couples that might have some state recognition of their relationship versus heterosexual couples who choose not to marry for various reasons? How can we help these couples plan for adequate income in retirement and for efficient transfer of assets between each other and their loved ones? What is the impact of non marriage on government and corporate retirement benefits? What are the some of the short term and long term planning steps these couples should take now to enhance their retirement security and protection for the surviving partner?
Attendees will learn:
John A. Oliver, CLU, ChFC is vice president, field development, for Transamerica Life Insurance Company. John's primary responsibility is to identify, develop, and support marketing strategies, as well as support the company's regional vice president network in their sales efforts.
A popular lecturer, Oliver has created and presented more than 300 continuing education seminars to life insurance agents, attorneys, and certified public accountants and has spoken at the Million Dollar Round Table and for the American Bar Association, Real Property, Probate and Trust Law Section.
His articles on advanced planning with life insurance products have appeared in National Underwriter, Investment Advisor and the Journal of Financial Services Professionals.
Oliver graduated from San Diego State University, magna cum laude, with a Bachelor of Science degree in business management. He also completed a Master of Business Administration (MBA) degree program with an emphasis in finance.