Overcoming Separation Anxiety: Why and How to Separate Your Wealth
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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.
National Broadcast Dates:
February 15, 2012 — 1:00 – 3:10 p.m. 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.
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:
Who should attend?
Financial planners, insurance producers, investment advisors, and retirement counselors.
Panel of Experts
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