Sponsored Education Online: A World of Opportunity: Planning for Foreign Nationals
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
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:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE credit.
Foreign Nationals are a growing demographic, and many who regularly visit, do business, or own property in this country are unaware of the potential tax exposure they face. For Foreign Nationals, or someone married to one, issues of gift and estate taxes can be daunting and costly if not properly managed. A survey of recent immigrants to the U.S. with a net worth of $10 million or more found that less than 10% sought financial advice that could minimize U.S. estate taxes. Join us and learn what you need to know to help preserve client assets and minimize transfer taxes for this rapidly growing market.
Attendees Will Learn:
John Oliver, CLU, ChFC, MBA, is vice president, field development, for Transamerica. John leverages decades of experience in the life insurance industry to develop sales concepts that help producers be better advocates for customers. He provides distributors with guidance on the use of life insurance for legacy planning, elder care and special needs planning, asset protection, premium financing and foreign nationals. A popular lecturer, John has presented more than 300 continuing education seminars to life insurance agents, attorneys and certified public accountants, and has spoken at the Million Dollar Round Table and the American Bar Association: Real Property, Probate and Trust Law Section. His articles on advanced planning with life insurance products have appeared in National Underwriter, Investment Advisor and the Journal of Financial Service Professionals. John received a Bachelor of Science degree in business management from San Diego State University, where he also earned his Masters of Business Administration with an emphasis in finance. He holds CLU and ChFC designations.
John Greenwall, JD, CLU, MBA, consultant, advanced marketing, for Transamerica, draws from his prior experience as a banking law attorney where he counseled business executives and litigated in bankruptcy and tax. Today, he consults with producers on the use of life insurance in various advanced concepts. His expertise includes planning for Foreign Nationals and case design for premium financing and split dollar arrangements. Before coming to Transamerica, John practiced at the banking law firm of Marcin Lambirth LLP. He worked for the United States Bankruptcy Court, the Los Angeles Superior Court, and the Internal Revenue Service while in law school. He also worked for several years in financial services at First Data Corporation and Washington Mutual. John graduated from Harvard University with a Bachelor of Arts degree in Linguistics. He earned his Masters of Business Administration from Pepperdine University, his Juris Doctor from Southwestern Law School, and holds a CLU designation. He is a member of the state bars of California and Nevada.