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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


Overcoming Separation Anxiety: Why and How to Separate Your Wealth
from Your Business

CIE State CE Credit Approvals
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State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
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CPE CE Credit Approvals

The recommended number of CPE credit hours is:

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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CFP CE Credit Approvals

This program has been awarded up to: hours of CFP credit.

"The marks CFP and Certified Financial Planner are owned by the Certified Financial Planner Board of Standards, Inc."

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PACE CE Credit Approvals

This program has been awarded up to: hours of PACE credit.

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This program has been awarded up to: hours of CPC credit.

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Enrolled Actuary CE Credit Approvals

This program has been awarded up to: hours of Enrolled Actuary credit.

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Title CE Credits Title CE Credits
CCTS: CRSP:
CISP: TAX:
CTFA: FP:

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CE Credits [For National Showings]†
ICB CFP CIE CLE CPE PACE CPC Enrolled Actuary

A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.

† New York Residents: To receive CE credit you must be present at the live broadcast.

Order Archive
Overcoming Separation Anxiety: Why and How to Separate Your Wealth from Your Business
Archive: $
Order Workbook
Overcoming Separation Anxiety: Why and How to Separate Your Wealth from Your Business
Workbook: $

National Broadcast Dates:

February 15, 2012 — 1:00 – 3:10 p.m. ET
February 16, 2012 — 10:00 a.m. – 12:10 pm. ET

*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. The list of Chapters that have purchased this VTC is below. Contact them directly to get the details. If your Chapter is not listed, contact your Chapter about its plans to present this program.

Participating Chapters

Program Overview

Business owners have typically spent their working lives accumulating assets in preparation for retirement on the understandable belief that the best place to put profits was back into the business. But with the process of accumulation often becoming an end in itself, it became easy to lose sight of the larger goal of sustainable income for retirement. With retirement now imminent for many boomers and all assets tied up in the business, retirement is at the mercy of events such as business failures, adverse economic conditions, or children who can't or don't want to continue the business. This program explains the importance to business clients of separating their personal wealth from their business. Using case studies of a mid-sized C corporation with tax liabilities and a small closely held business which is an LLC, experts show how a "separation strategy can provide economic independence with no change in standard of living, regardless of what happens to the business. Financial planners will benefit from the discussion of the various strategies, including the use of life insurance, to separate personal from business wealth to create ongoing retirement income.

Attendees will learn:

  • Why it is important to separate personal from business assets
  • Strategies, tools, and business entities that best protect against creditors
  • The use of life insurance to fund succession planning strategies and for creditor protection
  • Tried and true ways to extract money from the business

Who should attend?

Financial planners, insurance producers, investment advisors, and retirement counselors.

Educational Level

Intermediate

Moderator

Lynne F. Stebbins, JD, AEP, CLU, ChFC, is senior vice president, advanced planning, with Marsh Private Client Solutions. She provides exemplary analysis of and product solutions for clients' estate and business planning.

Panel of Experts

Donald O. Jansen, J.D., LL.M., senior tax counsel, University of Texas System Office of General Counsel, is a specialist in estate planning and probate law. He is a member of the advisory committee, Heckerling Institute on Estate Planning, University of Miami School of Law.
Terence B. Stanaland, JD, ChFC, CPA, is of counsel to the law firm Teague Rotenstreich Stanaland Fox & Holt, P.L.L.C. A frequent local and national lecturer and author on financial and tax topics, he regularly consults with insurance companies and brokerage houses on technical tax matters involving financial products and services.

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org