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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


What the Client Wants to Accomplish and How to Make It Happen

CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
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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

A Video Teleconference Produced by the Society of Financial Service Professionals for Chapter Use

View video clips of the program

National Broadcast Dates:

May 19, 2010, 1:00 – 3:15 p.m. (Eastern)
May 20, 2010, 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

All clients have specific financial goals they want to achieve. Individual goals, however, depend on a client's particular circumstances in conjunction with existing economic conditions, personal family matters, and other factors. This program uses several mini-cases that illustrate commonly occurring client situations, except that each one has an "uncommon" twist that sets it apart from the usual. Cases are taken from the files of our panelists and cover: partnership buy-outs in a volatile market where the company value is uncertain (under- and over-funding issues, tax implications, and family concerns); trustee to trustee transfers (premium financing, life settlements, split dollars); life insurance in irrevocable life insurance trusts; decanting a trust; structuring and restructuring ESOPs; and estate complications in a bankruptcy.

By the end of the program you will understand:

  • The importance of accurate and up-to-date valuation of an asset
  • The proper use of life insurance in an irrevocable trust
  • The need for ESOPs to react to changes in the economy and to keep employees apprised of changing stock values
  • The redistribution of assets to heirs as a way to equalize market fluctuations

Who should attend?

Financial planners, insurance producers, investment advisors, retirement counselors, estate planners, and other financial professionals.

Moderator

Lynne F. Stebbins, JD, CLU, ChFC, is senior vice president with Marsh Private Client Services, a division of Marsh & McLennan Companies, working with brokers, their clients and professional advisors to provide solutions for challenging business and estate situations

Panel of Experts

Mary Ann Mancini, LL.M (Tax), JD, is the leader of the Bryan Cave's Private Client Group, a group of over 40 Trust and Estates attorneys that practice in various U.S. and international offices of the firm. Her practice focuses on estate, business and insurance planning.
Stephen B. Parrish, JD, CLU, ChFC, is National Advanced Solutions Consultant for the Principal Financial Group. With more than 30 years experience as a practicing attorney, financial planner and insurance industry executive, he frequently addresses the challenges of business owners and executives.
Dennis C. Reardon, JD, LLM, CLU, ChFC, is the principal of Reardon & Associates, a law firm in Wayne, Pennsylvania. He specializes in tax matters related to estate, business and compensation planning; estate administration; representation regarding severance and employment agreements; retirement plan distributions; buy-sell agreements; S corporation matters; and life insurance planning.

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