Sponsored Education Online: A Catalyst to Action in Challenging Times:
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.
Not Section-sponsored but of interest to: Financial Planning, Retirement Counseling, Estate Planning.
All comprehensive financial planning begins with certain foundational premises, the first of which is that the client must know they are 'okay' — i.e. that they are insulated and protected from standard risks such as: inflation, rate of return, standard of living increases, premature death, etc., as well as other risks (divorce, creditor claims, liability risks, uncovered P&C claims, unexpected/extended unemployment, disability, long-term care, etc.). Once strategies designed to protect against the risks are built, clients may be more receptive to ideas for themselves and their family members. We will show how to use a "Family Legacy Pyramid" to communicate this concept to clients, family members and other advisors simply, easily and effectively.
Attendees will learn:
In October 2003 Russell Jones assumed the role of Executive Director of Sagemark Consulting Private Wealth Services of Lincoln Financial Advisors (LFA). His primary area of expertise lies within the high net worth market where he is responsible for the development of key concepts and strategies that will have a significant impact on the financial lives of these individuals and families.
A national resource to comprehensive financial planners working with clients whose net worth is typically $20 million to over $1 billion, Russ provides planners with advanced training expertise and sophisticated sales design ideas. He has distinguished himself specifically in the areas of life insurance, estate, business owner planning and investment strategies for affluent business owners and individuals. He is much sought after in financial planning publishing circles for advice and input and has recently been published in National Underwriter. Russ is also a member of and a trained Legacy Planning specialist. He is a frequent speaker at industry events and a leader of Lincoln Financial Group's educational meetings.