- May 10, 2021
- 3:00 pm ET / 2:00 pm CT / 1:00 pm MT / 12:00 pm PT
- May 12, 2021
- 6:00 pm ET / 5:00 pm CT / 4:00 pm MT / 3:00 pm PT
- May 14, 2021
- 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT
Estate Planning
Advanced Practice Symposium: Meet the Feldmans Case Study (FSP/NAIFA On-Demand Webinar)
NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.
Planning for Business Owners
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Planning for Business Owners
Business Succession Issues For Professional Service Firms (goAudio)
The successful transfer of a professional practice requires time, careful planning, and a smooth transition process. Life and disability insurance can help assure that the business and/or other owners have liquidity in the event of a sudden, unexpected event, while life insurance cash values can provide liquidity for lifetime buyouts. In any event, a longer [...]
This article appeared in the November 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
This article appeared in the November 2020 Journal of Financial Service Professionals.
Planning for Business Owners
By clicking "Buy Now" you will be redirected to LISI to complete your purchase.
This article appeared in the March 2020 Journal of Financial Service Professionals.
This article appeared in the September 2020 Journal of Financial Service Professionals.
Planning for Business Owners
Current Trends in SERP Design, Funding, and Management (FSPgo On-Demand Webinar)
Program Overview The speakers will review design options for creating a contemporary, performance-based SERP that directly aligns the interests of key employees and stakeholders. In addition, they will discuss the impact of the 2017 Tax Cuts and Jobs Act on informal funding arrangements; and finally, they will address the current thinking regarding the use of [...]