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Estate Planning Workshops for Advisors
September 13, 2019 @ 8:30 AM - 3:30 PM
We are happy to announce that our firm will be offering education for advisors.
These programs are offered exclusively to advisors free of charge and by invitation only, with a limit of 40 attendees.
All of the programs will qualify for CE credits for licensed insurance professionals.
Click here to view the full workshop flyer
Current Opportunities in Estate Planning
4 CE Credits
8:30 a.m. to 12:00 p.m.
This is a program that will review foundational concepts such as title,
beneficiary designations, and probate in traditional estate planning. It
will also introduce the benefits of the Revocable Living Trust as the
cornerstone of an effective estate plan. Asset protection, Irrevocable
Life Insurance Trusts, and how to incorporate retirement accounts into
the estate plan will be covered with Case Studies.
12:00 p.m. to 1:30 p.m.
Lunch and refreshments will be provided.
Proactive/Crisis Planning for Long Term Care
2 CE Credits
1:30 p.m. to 3:30 p.m.
This program will first focus on the proactive side of planning for LTC
costs, including LTC Insurance, divestments, and the use of
Irrevocable Trusts to protect assets for Medicaid qualification. Crisis
planning will cover situations when traditional methods of planning are
no longer available and the costs of LTC are soon and inevitable.
Happy Hour – R.P. Adler’s Bar and Grill
3:45 p.m. to 5:30 p.m.
Join us for Happy Hour and a few drinks/appetizers