VISITORS CENTER

CE Resources

Find local Chapter events in your area.

Join Now to get member pricing!

"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


Now That the Dust Has Settled: A Re-Look at Both the Tax Code
and the Affordable Care Act…Where Are We Now?

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
Kansas North Carolina Wyoming

Close Window

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

Close Window

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.

Close Window

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."

Close Window

PACE CE Credit Approvals

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

Close Window

CPC CE Credit Approvals

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

Close Window

Enrolled Actuary CE Credit Approvals

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

Close Window

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

Close Window

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.

Members free access, Nonmembers order here

National Broadcast Dates:

November 20, 2013 — 1:00 – 3:10 p.m. ET

*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 program evaluates the effects of eleven months under the new tax code and the Affordable Care Act. Our panel identifies which planning tools have emerged as the best ones using the concept of portability as well as alternative tax-efficient techniques. Specific issues covered include: portability - what it means and what it doesn't do; alternatives to using portability (GST planning, grantor trusts, others); estates where, because of size, portability is not the only answer; decanting statutes as a state-by-state issue and what to do in states where there are no decanting statues; and use of large cash values in older polices to fund long-term care insurance. With reference to the Affordable Care Act, we take an in-depth look at exchanges, specifically: states that have adopted federal exchange guidelines; states using state-specific guidelines; states that have not adopted guidelines; hybrid exchanges not prescribed by the law but acceptable under it (Partnership Exchanges, Split Exchanges, and Shop Exchanges – what they are, who is creating them, and what is different about them). The panel also considers the effects of the Affordable Care Act on Medicare/Medicaid and the impact of a two-year postponement of the employer mandate.

Attendees will learn:

  • What portability does and does not do and the need for planning even if no tax is due
  • Alternatives to using portability in planning with appreciating assets
  • Decanting in states where statutes exist and where they do not exist
  • Choices between federal and state exchanges and what these mean for employers, employees, and consumers
  • Effects of the Affordable Care Act on Medicare/Medicaid

Who should attend?

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

Moderator

Richard M. Weber, MBA, CLU®, AEP® (Distinguished)  is president of the Society of FSP.  He is a 45-year veteran of the life insurance industry and now a consultant to insurers and their agents on effective and ethical selling. Author of more than 300 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance, his most recent research, Life Insurance as an Asset Class , co-authored with Christopher Hause, received the 2008 Academy of Financial Services "Best Paper" award

Panelists:

James Aussem, JD, AEP , is a shareholder of Cavitch Familo & Durkin, Co., LPA, a member of its board of directors and chair of the Business Practice Group. Mr. Aussem's practice is focused on mergers and acquisitions as well as succession planning, and estates and trusts. He is a frequent speaker, facilitator, and instructor for many professional organizations on topics such as business succession, estate planning, insurance, trusts and estates.
James M. Frank, JD, LL.M , is an innovative wealth planning strategist with over 30 years of experience in business and personal estate and gift planning, primarily for high net worth individuals and families with closely-held business interests. His expertise includes the use of techniques for multi-generational planning, charitable giving, and planning for special needs children. Jim has authored numerous articles and training programs for financial professionals and regularly teaches continuing education programs for lawyers and financial professionals.
Gerald Frye, CLU, ChFC, RHU, REBC, CASL , is president and owner of The Benefit Services Group, Inc. (BSG ® ), an employee benefit brokerage firm he co-founded in 1987. BSG serves nationwide employers in a wide variety of industries, consults for health care systems in Wisconsin and Illinois, and has won several regional "best workplace" awards. Mr. Frye has served for over 25 years in various roles in the insurance and employee benefits industry.
Gayle C. Holcom, CLU, ChFC, FLMI , is vice president of Pilkey, Hopping & Ekberg, Inc., managing the Life & Employee Benefits Department . She is a member of the Tacoma Estate Planning Council, the National Association of Health Underwriters and the National Association of Insurance and Financial Advisors. She has also served as the chair of the Employee Benefit Section of the Society of FSP.

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