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Live Webcast Replay

Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
   62
Categories:
Partner Produced
Faculty:
Richard Austin, JD, LLM, CIMA®, CEPA |  Peter Kaplan |  David Petoskey
Course Levels:
Intermediate
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

Achieving a client’s financial well-being goals requires a varied and personalized approach though a combination of tools can serve to fortify anyone’s financial future. We discuss the critical trifecta of estate planning, wills and insurance on mitigating risks and protecting assets.

Basic Course Information

Learning Objectives
  • Create a comprehensive employee training program integrating retention techniques, life insurance policy management, and estate tax mitigation strategies to optimize organizational sustainability and financial planning.

Major Subjects
  • Employee retention
  • Business Exit Planning Insurance
  • Estate Planning

Course Materials

Faculty

Richard Austin, JD, LLM, CIMA®, CEPA Related Seminars and Products

Executive Director

Integrated Partners’ Business Owner Solutions


Thought leader, mentor and influencer, Rich Austin is the executive director of Integrated Partners’ Business Owner Solutions and family-focused office groups. With the mind of an attorney and the heart of a financial advisor, Rich consults with high-net-worth clients, business owners and Integrated’s network of financial advisors on estate planning, charitable planning, business succession planning and tax planning strategies. Armed with more than 20 years of industry experience, Rich previously served as vice president at Lincoln Financial Advisors and a staff attorney at the AYCO Co. LP.


Peter Kaplan Related Seminars and Products

Sr. Vice President

Insurance Solutions


With over 30 years of experience, Peter Kaplan serves as Senior Vice President of Insurance Solutions, specializing in the design, implementation, and management of sophisticated life insurance portfolios. His mission is simple: deliver cutting-edge insurance solutions to safeguard your wealth and legacy, that are perfectly aligned with your family values, aspirations, and goals.


David Petoskey Related Seminars and Products

President

Wealthcare Management Services (WMS)


David Petoskey is President of Wealthcare Management Services (WMS), a financial planning firm he founded in 1995 that provides clients with a goals-driven experience that synchronizes planning and investing.  By focusing on what really matters to clients – their life goals – Dave and his team create plans that help clients make the most of their income and assets. Dave and the WMS team work with a wide range of clients, including business owners, executives, entrepreneurs, and families in the Detroit metropolitan area and beyond. The firm’s success and longevity can be attributed to his uncanny people skills and understanding of planning and investing concepts.


Dates

Thu, Dec 12, 2024 - 07:30am to 08:31am MST
Wed, Jan 15, 2025 - 02:00pm to 03:01pm MST

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All CPAs


Original Recording Date

04/2024


Yellow Book

No


Course Developer

MICPA


Date Added to Catalog

02/22/2024


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. 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.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 62

Comments

Hong C

"very informative session"

Timothy T

"Great info"

Catherine H

"Informative presentation!"

Raymond D

"Adequate course"

Ronald S

"Good presentation"