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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


True Confessions of an Exit Strategy Advisor

CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
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California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
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CLE State CE Credit Approvals
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
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

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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:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

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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ICB CE Credit Approvals
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

Produced by the Society of Financial Service Professionals for Chapter Use

View a video-clip of the program

National Broadcast Dates:

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.

Program Overview

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.

Educational Level

Intermediate

Moderator

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.

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