Managing Risk, Protecting Assets, Achieving Client Goals

Date: Wednesday, March 18, 2015
Time: 8:00am - 10:45am
Location: Holiday Inn, LPGA, 137 Automall Circle, Daytona Beach 32124
Speaker: Two-Hour Video Teleconference

Add to My Outlook Calendar

Add to My Google Calendar

 
In February 2015 the Society of Financial Service Professionals (SFSP) sponsored a national Video Teleconference for all their chapters, with continuing education credits for all who attended.    Our EPC of the Fun Coast purchased the rights to the broadcast and workbook from the Jacksonville SFSP so the information to be presented is quite fresh and timely.  The panelists are: 
Guest Speakers
Elvin D. Turner, JD.,  MBA 
John Capasso, CPA, CGMA, PFS
Terence B. Stanaland, JD, ChFC, CPA
This two-hour video teleconference deals with estate planning issues for businesses and individuals.  The first hour covers risk management for businesses.  The second hour covers estate planning for individuals

Attendees will learn:
  • The economic benefits of captives, such as:  protection of assets;  increased profitability; better risk management; reduced liability
  • The tax advantages of small capives under the alternative tax regime in Section 831(b)
  • Estate planning tips for various life stages, e.g., IRA conduit trusts for minor children; planning for possibility of second marriages; third party special needs trusts for parents and surviving spouses.
Who should attend:  Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.
 
For more info on the program as presented in February, please follow this link:
 
Program Workbook:   Those who reserve will be given a link to the program workbook.   Some people may want to download the workbook to their computer or electronic notebook and follow along that way.  Others may want to print the document to keep a paper record.  Either way, it's part of the program.  We will NOT have workbooks at the door.  You need to bring your own, one way or the other.    No reservation = no workbook link.
 
 
Continuing Education: CE Credits will NOT be granted by our council for this event, BUT, if your profession allows self administration of CE Credits, we can provide proof of attendance, as well as the program workbook you can use if you can document your own participation to earn credits.    (The SFSP was able to grant CE credits in all states for they filed the program for a specific time at many locations and monitored participation.  We can't piggyback on that.)
 
Cost:    $20.00 at the door - includes the Holiday Inn's delicious buffet breakfast..  Please note that persons making reservations and not canceling by noon, Tuesday, March 17th, will be invoiced by the EPCFC for the program cost.  Guests are always Welcome! You need not be a Member.
 
Reservations:   Please reserve now with  KIMBERLY SELIS by phone at 386-445-8900, ext 22,  or by email at    kselis@palmcoastlaw.com
 
Questions: Please contact our Program VP, Donna Higbee at donna.higbee@ml.com  or call (386) 943-9358

 

See Upcoming Event Calendar