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Live Webinar: Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Learn how to read, draft and document investment policy statements. Investment fiduciaries have an obligation to document a prudent investment decision-making process, but many individuals and committees struggle with...

Live Webinar May 24, 2022 1:00pm EST

CPE credit available

OnDemand Course: Annuity Tax and Pension Planning

Annuity Tax and Pension Planning

Learn which annuity will be most beneficial to your client.Each person's needs are unique heading into retirement. Thus, there are different types of annuities from which you can choose.

OnDemand Course: Liabilities that Sidestep an Asset Protection Plan

Liabilities that Sidestep an Asset Protection Plan

Be cautious of limits. Be confident when assisting your clients with creating and maintaining an asset protection plan. Many asset protection planners effectively assist their clients with establishing and maintaining...

OnDemand Course: Succession Planning for Family-Owned Businesses

Succession Planning for Family-Owned Businesses

Understand how to successfully implement a succession plan to transfer ownership of family-owned businesses.Many family-owned businesses who are preparing to transfer ownership to the next generation often do not...

OnDemand Course: How Financial Advisors Cut Ties with Clients

How Financial Advisors Cut Ties with Clients

For many financial planners and wealth advisors, helping clients achieve their lifetime goals is a rewarding process. However, you may not be enjoying your time spent with some of your clients.

OnDemand Course: Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

For the past 30 years, planners have been using traditional estate planning trusts to minimize the impact of estate taxes for married couples who will have taxable estates.

OnDemand Course: Specialized Firearm Trusts

Specialized Firearm Trusts

Having a firearms trust will help you to maintain value of your firearms and ensure safe transfer upon death.The United States has over 300 million privately owned firearms in the hands of 100 million private owners.

OnDemand Course: Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Gain an understanding of the impact of gift and estate tax valuations.Most, if not all, businesses rely on tangible assets to assist in their business operations.

OnDemand Course: What Ancillary Probate Is and How to Avoid It

What Ancillary Probate Is and How to Avoid It

Learn about ancillary probate and best practices to avoid it in estate planning.Ancillary probate refers to the process of changing ownership of a piece of property in a state other than where a person lives and dies.

OnDemand Course: Managing Life Insurance in a Trust Setting

Managing Life Insurance in a Trust Setting

In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...

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