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July 16 @ 9:00 – 10:00a.m. – Understanding Business Protection Needs

July 16 @ 9:00 am - 10:00 am

Program Overview

Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being.  Business owner surveys have consistently shown that business protection is their highest priority.  Learn what it means to protect the business, what risks advisors can take off the table for them, and what the best practices are for implementation.

 

Attendees will learn:

  • Four stages of a business life cycle and the business protection needs in each stage
  • Tax implications and planning strategies for business protection solutions
  • Best practices for implementing business protection for each stage and type of need

 

Featured Speaker:

April Caudill, JD, CLU, ChFC, AEP is a Director of Business and Advanced Solutions at the Principal Financial Group, providing tax and legal support for advanced business and estate planning cases.  Previously, she worked in advanced planning for two other major carriers and was the managing editor of Tax Facts at the National Underwriter Company.  April is a past national president of the Society of Financial Service Professionals and the 2014 recipient of its Kenneth Black Jr., Leadership Award.  She is also a frequent author and the first place winner of the Ken Black Jr. Journal Author Award in 2002 and 2018.  She is a contributor to Retirement Income Redesigned by Harold Evensky & Deena Katz (Bloomberg, 2006) and co-author of The Mutual Fund Handbook (National Underwriter Co., 2001).  She is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law.

 

Educational Level

Intermediate

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been applied for.

$5.00 fee per credit.

You must particiapte in the live webinar in order to earn CE credits.  For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar.  For the CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.

 

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non-Members
Live Event: INCLUDED* INCLUDED* $159.00
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5
Professional Recertification Credit (PACE): INCLUDED $5 $5

*FSP Members still need to register as usual.

 

Registration Options

Call FSP’s Member Services department at (800)392-6900, Monday – Friday, 9:00a.m. – 4:00p.m. ET.

 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program.  The e-mail will also include instructions for downloading the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation.  For the audio portion, you have the option of listening to the program through your computer’s speaker (VOIP) or through the telephone.  If you prefer not to view the Web presentation, you have the option to listen only over the phone.

You can also join a webinar from your iPhone, iPad, or Android device.

 

Program Archive

This program will be be reached and archived and the link to the recording will be emailed to all registrants about a week after the webinar.

The recording will also be accessible by all FSP members in the Member Resources of the FSP Website within 24 hours of the webinar.

The recording will include both the audio portion and PowerPoint slides.

Details

Date:
July 16
Time:
9:00 am - 10:00 am
Event Categories:
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