"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
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.
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.
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.
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