"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
May 20, 2009 – 1:00 – 3:15 p.m. (Eastern)
May 21, 2009 – 9:00 – 11:15 am (Eastern)
*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. Consult your Chapter about its plans to present this program.
This program uses seven actual cases drawn directly from the files of our panelists to illustrate various facets and considerations of business exit strategy planning and estate planning. Each case presents a unique though common set of circumstances and focuses on specific issues that needed to be resolved. Panelists also will discuss alternate strategies with reference to different circumstances and fact patterns.
A bonus third hour of the program delves into other technical issues including premium financing, practicalities of choosing a trustee, and discount notes.
By the end of the program you will understand:
The need for creative thinking and a thorough knowledge of current tax law for exit strategy planning, including testamentary and nontestamentary property distribution, community and separately held property, federal and estate gift tax planning, and more
How to coordinate client wishes, individual family interests, and a retirement income goal with practical solutions
The role of life insurance, QSST and QTIP trusts, and other tools in fashioning a comprehensive and integrated exit plan
The benefits of planning in advance versus waiting until the end
The value of a multidisciplinary team approach in achieving your client's goals and objectives
Who should attend?
Financial planners, insurance producers, investment advisors, retirement counselors, estate planners, and business planners.
Terence B. Stanaland, JD, ChFC, CPA, practices law in Greensboro, N.C., limiting his practice to estate and tax matters. He is a frequent author and lecturer, regularly consulting with financial services companies on tax strategies and with insurance companies and brokerage houses on technical tax matters involving financial products and services.
Panel of Experts
Terri L. Getman, JD, CLU, ChFC, is vice president, advanced marketing, The Prudential Insurance Company of America. Since earning her juris doctorate from Drake University School of Law in Des Moines, she has pursued a career in the financial services, having worked as an agent and in the home office.
David A. Glazer, JD, CLU, ChFC, CFP®, PhD, is an independent financial planner. He recently completed a14-year tenure in the Bethesda, Maryland office of UNIFI Companies, a fully diversified financial services firm, as head of its sales development. Mr. Glazer has been in the financial planning profession since 1982.
John A. Oliver, CLU, ChFC, is vice president, field development, for Transamerica Life Insurance Company. A popular lecturer, Mr. Oliver has created and presented more than 300 continuing education seminars to life insurance agents, attorneys and certified public accountants.
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