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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


Health and Wealth Considerations for the Business Owner

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Alaska Louisiana Ohio
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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:

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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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CE Credits [For National Showings]
ICB CFP® CIE CLE CPE PACE Enrolled Actuaries

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
Health and Wealth Considerations for the Business Owner
Archive: $
Order Workbook
Health and Wealth Considerations for the Business Owner
Workbook: $

National Broadcast Dates:

November 17, 2010 1:00 p.m. – 3:15 p.m. (Eastern)
November 18, 2010 9:00 a.m. – 11:15 p.m. (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 covers issues a business owner faces on the transfer of his or her business. It considers planning strategies used to transfer the business, either to heirs or to a stranger, how to structure the business for sale to an outsider, and what the financial planner needs to know to achieve these objectives. Related issues of new tax laws in November, financial reform legislation, and the possible return of the estate tax also will be addressed. The program also considers Medicare and the use of long term care as they relate to the ongoing well-being of the seller and as part of the incentive package to sell the business. While the unifying thread of the example cases is that all the business owners are either at or approaching retirement, the planning concepts discussed are applicable to both, irrespective of their age when initiating this planning.

By the end of the program you will understand:

  • The health and wealth issues confronting business owners when selling their business
  • Appropriate strategies for transferring a business to heirs or to a stranger
  • How to structure a business for transfer and the possible use of long term care as part of the incentive package
  • The role of life insurance for the business owner or spouse in the transfer process

Who should attend?

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

Educational Level

Intermediate

Moderator

Richard M. Weber, MBA, CLU, AEP, is Secretary-Elect of the Society of FSP and a 42-year veteran of the life insurance industry. He has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of life insurance in the broader context of financial planning.

Speakers

Lisa McAree, CLU, LTCP, is President of The McAree Company, a subsidiary of LTC Global, a national senior market-focused company. Lisa has focused on long term care (LTC) funding and executive benefit planning for the past 18 years. She also has served on many industry boards and advisory councils including the Boston Chapter of FSP.
Daniel A. Prisciotta, CFP®, CPA/PFS, ChFC, is Managing Partner for Equity Strategies Group where he brings 25 years of experience to his clients. His experience on over a thousand cases assures his clients that their plan will run through multiple design alternatives before the appropriate options are presented. Dan is an active member of the financial planning and investment banking community. He is regarded as a national specialist in the areas of business exit planning and estate planning.
Frank L. Rainaldi, CLU, ChFC, is one of the insurance industry's leading educators. He serves as a special consultant to several major financial institutions in the areas of estate, business and retirement planning and is the author of "The Kugler System," a complete marketing and training system for estate, business and retirement 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