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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Sponsored Education Online: Understanding What Really Matters to Affluent Clients

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:

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There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Archives Level CE Credits*
Tuesday, 09/10/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE and CFP credit.

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Understanding What Really Matters to Affluent Clients
Archive: $
Total: $
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Sponsored by

Program Overview

Join Transamerica and FSP to discover emerging trends in the demographics of the affluent market. The discussion will highlight the growing financial strength of women, issues for blended families, and planning for the family business.

Webinar Attendees will Learn:

  • How to alter the conversation with the affluent client to draw out their values and concerns
  • How to help the affluent client identify legacy planning issues
  • How to offer planning solutions which provide flexibility and control

Featured Speaker:

Claire Durand, CFP®, CLU, ChFC, is director of advanced marketing for Transamerica. Claire leverages her experience as a seasoned financial planner to manage Transamerica's advanced marketing team. Claire has a talent for taking complicated concepts and giving them a sound sales focus when consulting with distributors. Claire also shares her expertise on how producers can avoid pitfalls, overcome objections and keep clients interested. Prior to joining Transamerica, Claire held several positions at USAA including director of the financial advice center. She also spent several years providing personalized financial planning and investment management to high-net-worth clients. Claire received a Bachelor of Business Administration degree with an emphasis in finance from James Madison University in Harrisonburg, Virginia and earned her Master of Business Administration from the University of the Incarnate Word in San Antonio, Texas. She holds key designations of CFP®, ChFC, CLU, CRPC and CASL, as well as FINRA Series 7, 63, 65, and 24 licenses.

Carey Rokovich, CFP®, ChFC, is an advanced marketing consultant with Transamerica. Carey brings more than 10 years' experience in the insurance and investment industry to her role at Transamerica. Her experience as a personal financial planner has given her insights into the various concerns clients may have involving investment, insurance, and estate planning issues. Carey also has expertise in retirement distribution and asset maximization strategies to further round-out her client perspective. At Transamerica, she is available to help producers maximize their opportunities with advanced planning concepts using life insurance. Her areas of expertise include estate, charitable, special needs and long term care planning. Prior to joining Transamerica, Carey led a team of financial planners and served as director of financial planning at USAA. Carey received her Bachelors of Business Administration from Texas State University in San Marcos, TX, and she holds the designations of CFP® and ChFC.