Integrated Estate, Financial and Asset Protection Planning – A Breakthrough Approach

Date: November 28, 2017 Time: 8:00 am - 3:30 pm EST Location: Columbia, MD CPE: 8 Format: In-Person
EVENT DESCRIPTION

Estate planning, financial planning, and asset protection planning services cannot be performed in a vacuum – each of these elements has a major impact on the others. In this course, the participant will lear the interrelationships between each of these planning areas and the proper sequencing of planning activities among them. Special planning circumstances (for example, single parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.

LEARNING OBJECTIVES
To provide practitioners with an understanding of how the interrelationship of estate planning, financial planning and asset protection planning rechniquies affect their clients
To utilize the above understanding as a method of producing a more complete approach to assisting clients in accomplishing their total planning needs.
MAJOR TOPICS
Initiating a "total plan" (in a nutshell)
Managing risk within the total plan
Life insurance - needs analysis and tax concepts
Tax benefits in education planning
Planning for disability
Basic issues in planning for death
Planning for IRA and qualified plan distributions
Estate/financial/asset protection intake issues
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Personal Financial Planning Tax
ADVANCED PREPARATION
None
CPE FIELD OF STUDY
Taxes (8 Credits)
WHO SHOULD ATTEND
CPAs, financial planners, attorneys, insurance agents, bankers
INSTRUCTOR(S)
Anthony Rocca
PREREQUISITES
Basic knowledge of estate, financial or asset planning
COURSE LEVEL
Intermediate
LOCATION
Loyola University Maryland Graduate Center Columbia Campus 8890 McGaw Rd, Columbia, MD 21045, USA

MACPA MEMBER


$ (% off)
$295.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$395.00
Price includes $xx early registration discount(s) - expires xx/xx
REGISTER FOR THIS EVENT
Loading