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CPA CPE Seminars (3 total credits) - Basic Asset Protection (1) & Ten Tiers of Estate Planning (2)

The Bulfinch Group

CPA CPE Seminars (3 total credits) - Basic Asset...
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Ticket Information

Type End Quantity
General Admission 1 hour before event starts Free  

Event Details

Join Cynthia L. Hearing, JD, CLU®, ChFC®, CAP®, CLTC, MIP, Lead Senior Consultant with Guardian’s Business Resource Center, as she hosts the following CPE seminars for CPAs:

 

Basic Asset Protection (1 credit); and Ten Tiers of Estate Planning (2 credits) 

 


Same seminar, tw0 different time offerings (choose 1):  

  • 8:30 AM: Registration/Light breakfast
  • 9:00 AM 12:00 Noon: Seminar

OR

  • 1:00 PM: Registration/Light lunch
  • 1:30 PM - 4:30 PM: Seminar 

BASIC ASSET PROTECTION AND WHY IT MATTERS – 1 credit

This one-hour course covers some of the basic asset protection challenges clients face. Both individuals and business owners are asking more and more questions around general and specific asset protection planning. We will review the current landscape of planning as it is today and how the focus has shifted significantly from estate liquidity planning to wealth preservation planning. We will cover some basic legal and tax tenets around various strategies and talk about specific products and methods available to clients to help them in this complex planning area.

Your Walk Away: We will discuss 8-10 specific strategies and products and how to use them in an overall financial plan, and understand their impact on a client’s preservation strategies. 


THE TEN TIERS OF ESTATE PLANNING – 2 credits

This two-hour course covers the basic concepts of estate planning. We will explain the purpose of estate planning, the estate, gift and GST tax systems, various wealth transfer techniques, and how to use life insurance and other planning vehicles to accomplish the estate owner’s objectives. We will also discuss the importance of ownership and the orderly transfer of property, and detail the fundamental mission of a successful estate plan: to facilitate the estate owner’s understanding of his present situation in order to establish objectives and to present viable recommendations and solutions.

Your Walk Away: You will become better educated in estate planning concepts on how to: 1) provide transferable sales and “value added” ideas and concepts that can be utilized in everyday field activities and when communicating with existing and potential clients; and 2) illustrate the various uses and advantages of life insurance in estate planning situation.

Have questions about CPA CPE Seminars (3 total credits) - Basic Asset Protection (1) & Ten Tiers of Estate Planning (2)? Contact The Bulfinch Group

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When & Where


The Bulfinch Group
160 Gould Street, Suite 310
#310
Needham, MA 02494

Organizer

The Bulfinch Group

We offer our clients comprehensive solutions to grow and preserve wealth by redefining the wealth management process. Our philosophy is that wealth management goes far beyond investment management. We believe in a protection-first strategy for clients, protecting cash flow-- the engine behind all growth. 

Since 1994, we have maintained a tradition of excellence for individuals, families and business owners. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, as well as in the communities in which they live.

 

 

 

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph# 781.449.4402PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian.Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. 2019-77710 Exp 5/30/19

 

  Contact the Organizer

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