Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 65
- Categories:
- Partner Produced
- Faculty:
- Richard Austin, JD, LLM, CIMA®, CEPA | Peter Kaplan | David Petoskey
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
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
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| Ensuring Financial Wellness: The Role of Estate Plans, Wills & Insurance Handout (2.2 MB) | Available after Purchase | ||
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.
Additional Info
Basic Course Information
PrerequisitesNone
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 PolicyPlease 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.
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