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CE Resources

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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


Managing Assets Earmarked for Retirement

CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North 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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CPC CE Credit Approvals

This program has been awarded up to: hours of CPC credit.

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Enrolled Actuary CE Credit Approvals

This program has been awarded up to: hours of Enrolled Actuary 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 CPC Enrolled Actuary

A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.

Order Archive
Managing Assets Earmarked for Retirement
Archive: $
Order Workbook
Managing Assets Earmarked for Retirement
Workbook: $

National Broadcast Dates:

August 16, 2011 1:30 p.m. – 3:40 p.m. ET
August 17, 2011 9:00 a.m. – 11:10 a.m. ET

This VTC is the Opening General Session of FSP's Clinic for Advanced Professionals, held on August 16–17, 2011 in Philadelphia, PA.

*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.

Participating Chapters

Program Overview

This two-hour live video teleconference will be an exploration of the unique management opportunities of hundreds of billions of tax-qualified dollars presently earmarked for retirement. Panelists will discuss the dynamic combination of qualified plan assets and life insurance to build an estate, leave a legacy, or create an income stream. Strategies for pre-retirement growth of funds as well as possible distribution techniques also will be covered. Discussion will focus on 401(k) plans, Roth 401(k)s, IRAs, and other tax-qualified plans as well as conversion possibilities between instruments to achieve maximum return and tax benefits.

Attendees will learn:

  • How to manage tax-qualified money prior to retirement
  • How to vastly increase the value of tax-qualified assets not needed for retirement income
  • The role of life insurance in creating a legacy with qualified plan assets
  • How qualified plan assets can be used to pay life insurance premiums

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors

Educational Level

Intermediate

Moderator

Mary Read, CPC, QPA is Vice President — Qualified Plan Marketing for National Life Group. A leading authority in qualified retirement plans with 30 years experience, Mary has an extensive background in marketing and plan design.

Panel of Experts

Bob Keebler, CPA, MST, AEP (Distinguished) is the founder of Keebler & Associates, LLP and a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.
Ric Lager, RIA is president of Lager & Company, Inc., a Registered Investment Advisory in Golden Valley, Minnesota.

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