VISITORS CENTER

CE Resources

Find local Chapter events in your area.

Join Now to get member pricing!

"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


Investing for Income: Current Trends, Strategies, and Products

CIE 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

Close Window

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

Close Window

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.

Close Window

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."

Close Window

PACE CE Credit Approvals

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

Close Window

CPC CE Credit Approvals

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

Close Window

Enrolled Actuary CE Credit Approvals

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

Close Window

ICB CE Credit Approvals
Title CE Credits Title CE Credits
CCTS: CRSP:
CISP: TAX:
CTFA: FP:

Close Window

CE Credits [For National Showings]
ICB CFP CIE CLE CPE PACE CPC Enrolled Actuary

A live Video Teleconference produced by the Society of Financial Service Professionals
for Chapter use.

National Broadcast Date: November 19, 2014

1:00 p.m.    – 3:10 p.m. ET
12:00 p.m.  – 2:10 p.m. CT
11:00 a.m.  – 1:10 p.m. MT
10:00 a.m. – 12:10 p.m. PT

*Chapters can offer programs on the national broadcast date 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. Consult your Chapter about its plans to present this program.

Participating Chapters

Program Overview

In this program, moderated by Ben G. Baldwin, Jr., CLU, ChFC, CFP®, MSFS, MSM, AEP, Dale Vetter, ChFC, MSFS, CLU, AEP, QFP, looks at ways to maximize investment income in a low-return environment. Looking back, he will comment on changes in market performance over the past ten years, illustrating that the market rarely does what we expect it to do, thus the need to plan for contingencies. He will then look ahead and suggest ways of building an investment portfolio to accommodate future anticipated and unanticipated market fluctuations. Marc Silverman, MBA, CLU, ChFC, CFP®, will review the most common types of annuities companies are currently offering and some often-overlooked considerations, such as pro-rata vs. dollar-for-dollar features, that buyers must take into account when making a decision to buy an annuity. Finally, he will discuss matching a client's goals with the appropriate annuity. There will be an audience Q&A session following each speaker.

Attendees will learn:

  • Discover how to maximize investment income in a low-interest rate environment
  • Know how to implement an investment strategy to offset market swings
  • Understand the major differences among annuities being offered by companies today
  • Review some commonly overlooked features about annuities and relate them to client goals

Who should attend?

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

Moderator

Ben G. Baldwin, Jr., CLU, ChFC, CFP®, AEP is Director Emeritus of Baldwin Financial Advisors, LLC of Arlington Heights, IL., a registered investment advisory firm specializing in financial education and consulting for corporate and individual clients. He served on the Society of Financial Service Professionals (SFSP) National Board of Directors 2001-2004 and as the first chairperson of its Financial Planning professional interest section. He was a co-recipient of the SFSP Kenneth Black Jr. Leadership Award in 2006.

Panelists:

Marc A. Silverman, MBA, ChFC, CFP®, began his financial planning career in 1983 and formed Silverman Financial in 1989.  Since the beginning of his career, Marc has been a leader and has thoroughly enjoyed his profession.  He chose this career because he enjoys meeting people and helping them in achieving their financial goals.  A key to his success is the exceptional service he and his staff provide to clients.  He is energetic and enthusiastic and will go to great lengths to get the answers to a client's questions.  He has a diversified client base including public corporations, closely held businesses, individuals, trusts and estates.  His motto is, "promise a lot and deliver more".
Dale A. Vetter, ChFC, MSFS, CLU, AEP, QFP, is the owner of Vetter & Associates, a comprehensive, fee-only, financial planning and investment advisory firm in private practice in Burlington County, NJ.  He works with individuals, families, business and professional clients to help them plan and implement effective strategies for achieving their financial goals. As a leading financial planner, he has been quoted in Fortune, Medical Economics, National Underwriter and Better Investing.  He is nationally recognized for his financial planning expertise and as an accomplished speaker.

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