PFP Boot Camp: Risk Mgmt. and EE/Business-Owner Planning

Date: November 13, 2017 Time: 9:00 am - 1:00 am EST Location: Online CPE: 4.0 Format: Webcast
EVENT DESCRIPTION

This webcast addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk. Participants will also learn about the many types of property and casualty insurance, including homeowners, liability and auto insurance.

The employee and business-owner section covers benefits such as Social Security programs, civil service group life, disability, dental and health insurance. The compensation section covers executive compensation and equity and deferred compensation arrangements. Business owner issues relating to entity selection, liability and transitioning to a retirement income producing asset are covered as well.

LEARNING OBJECTIVES
Upon completion of this course, participants will be able to:
Identify, assess and evaluate loss exposures
Select and propose risk management technique(s)
Articulate the legal elements and characteristics of insurance contracts
Compare and contrast types of life insurance
Recognize the various types and uses of annuities
Evaluate annuity distribution option based on clients goals
Differentiate and compare the various types of disability insurance
Select disability benefits and riders based on client need
Select appropriate policy form for insured property based on covered perils
Choose liability limits based on client's financial statements
Distinguish differences between types of individual and group medical expense plans
Analyze need for LTC insurance
Describe the current trends and issues relating to employee benefits
Compare and contrast qualified and non-qualified deferred compensation plans
Understand the issues relating to diversification and planning relating to equity plans
Recognize liability exposure of business owners depending on business type
Understand the tax treatment of partnerships from the perspective of the owner
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Business & Industry
CPE FIELD OF STUDY
Specialized Knowledge (4.0 Credits)
INSTRUCTOR(S)
Thomas Tillery
PREREQUISITES
Basic knowledge of the areas of personal financial planning (PFP).
COURSE LEVEL
Intermediate
LOCATION
Online Webcast
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