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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Exit Strategies for the Business Owner: Case Studies in Life Experiences

CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
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CLE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

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CPE CE Credit Approvals

The recommended number of CPE credit hours is:

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:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

There are no formal registration requirements for course providers in the balance of the states.

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CFP CE Credit Approvals

This program has been awarded up to: hours of CFP credit.

"The marks CFP and Certified Financial Planner are owned by the Certified Financial Planner Board of Standards, Inc."

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PACE CE Credit Approvals

This program has been awarded up to: hours of PACE credit.

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CPC CE Credit Approvals

This program has been awarded up to: hours of CPC credit.

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Enrolled Actuary CE Credit Approvals

This program has been awarded up to: hours of Enrolled Actuary credit.

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ICB CE Credit Approvals
Title CE Credits Title CE Credits
CCTS: CRSP:
CISP: TAX:
CTFA: FP:

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CE Credits [For National Showings]
ICB CFP CIE CLE CPE PACE CPC Enrolled Actuary

A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs broadcast over the Internet and hosted by local Chapters.

National Broadcast Date: February 19, 2014

1:00 p.m.    – 3:00 p.m. ET
12:00 p.m.  – 2:00 p.m. CT
11:00 a.m.  – 1:00 p.m. MT
10:00 a.m. – 12:00 p.m. PT

*Chapters can offer programs on the national broadcast date or a date of their own choosing. Each Chapter also determines the cost and location for its program. The list of Chapters that have purchased this VTC is below. Consult your Chapter about its plans to present this program.

Participating Chapters

Program Overview

This two-hour teleconference addresses business succession under several different scenarios.

Wife as Business Owner
A wife in her second marriage after the death of her first husband, and with her current husband's approval, wants the children of her first marriage to inherit the business but needs planning flexibility should they prove incapable of running the company. In another scenario, the same wife wants to keep an unrelated employee on board to partner with her children, who will inherit the business but might not have all the skills to keep it going successfully.

Three Business-Owner Brothers
Brothers want to protect their company in the face of factors that could negatively impact its future, such as differing degrees of interest in the business, skills or lack thereof, and personal stability. Specifics include one brother wanting to leave the business altogether, one in a third marriage with a much younger wife who has minor children, and one in a same-sex union in a state that does not legally sanction such arrangements. The program will address a range of issues that include buy-out plans with an emphasis on creating proper funding to guarantee that the concerns of all interested parties are met, same-sex unions, and more.

The use of life insurance as a planning tool will be discussed in all scenarios, and audience participants can ask questions following the discussion of each scenario.

Attendees will learn:

  • How to craft a business exit strategy
  • How to structure buy-out plans to meet the needs of all interested parties
  • How to work with same-sex unions, children from multiple marriages, and other unique circumstances
  • How to use life insurance as a funding tool in business exit plans

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

Moderator

John A. Oliver, CLU, ChFC, is vice president, field development, for Transamerica Life Insurance Company. John identifies and supports marketing strategies as well as the company's regional vice president network in their sales efforts.

Panelists:

Terri L. Getman, JD, CLU, ChFC, AEP (Distinguished), is the business development officer for Diversified Brokerage Services, Inc. a LifeMark Partners agency.  She has served on the Society of FSP's national Board of Directors.

Steve Parrish, JD, CLU, ChFC, is national advanced solutions director for the Principal Financial Group® with more than 30 years' experience as an attorney and financial planner.

Andrew Rinn, JD, CFP®, CLU, ChFC,is senior advanced markets consultant with MetLife's Wealth Advisory Group with expertise in wealth preservation, estate planning, business planning and executive benefits.

Rania C. Sarkis, JD, CLU, is an advanced designs consultant at Pacific Life Insurance Company, specializing in estate and charitable planning, irrevocable life insurance trusts, split dollar and private financing.

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org