718-268-9255
718-268-9268Upcoming Seminar
| The Basic Course on Estate Planning 3 CE credits FOR BROKERS ONLY | |
| Tuesday, May 5, 2009 9am-12pm |
|
| Duration: | 3 hours |
| Registration: | Registration is closed. |
| Course Synopsis: |
Estate Tax Laws history.· The Federal Estate transfer tax system· Federal Estate and Gift Tax· Deduction Allowed from the Estate· Wills· Trust· Estate Planning Techniques· Providing Liquidity with Life Insurance· Case studies |
| Location: | FHFG
95-25 Queens Blvd, 10th Fl Rego Park, NY 11374 |
| Goals: | The purpose of this seminar is to educate financial service professionals in the basic concepts of estate planning. We will explain how to use life insurance and other planning vehicles to accomplish the estate owner’s objectives. We will discuss the importance of ownership and the orderly transfer of property. We will define the role of the financial services professional and the coordination of the estate planner, tax advisor and attorney. We will discuss the fundamental mission of a successful practice: to facilitate the estate owner’s understanding of his present situation in order to establish objectives and to present viable recommendations |
| Attachments |
CEINVITATIONMay2009.pdf |
