Asset Protection - Legal and Financial Planning Strategies 1.5 Credits
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DID YOU KNOW – that there are over 40 million lawsuits filed in the United States EVERY YEAR?
The best asset protection strategies involve legal tools and financial plans developed to shield valuables from lawsuits. These include analyzing a list of assets that need protection and determining which legal instrument or strategy would ideally protect each one. Examples include forming certain types of trusts and companies and taking advantage of regional laws designed to protect assets. It can aid in achieving financial goals, estate planning for the next generation, as well as facing the reality that we are all vulnerable to litigation. Through pre-planning is best, there are even ways to protect yourself after a lawsuit is filed.
Asset Protection Strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into plans. In this workshop we will cover the following topics to help you in having conversations with your clients about the legal aspects of business planning:
Glen Wagstaff, an experienced Estate Planning attorney, will be providing a workshop for Financial Professionals to help them guide their clients with strategies to protect their assets and limit their liability.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Finance for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1.5 CE | Eligible |
| Financial Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Finance for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| CIPM | 1.5 PL | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Practicing Attorney specializing in niche areas of Estate
Planning and Probate law. Founding Member and Managing Partner of Inter Vivos,
PLLC
Financial Consultant with
experience in client relations, personal financial planning, group
presentations, hiring interviews, and client consultations.Â
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
WPJ
One of the best webinars I've been to in my CPE. Glen Wagstaff was excellent moving along at the right pace and thoroughly explaining each subject matter.
DD
This webinar covered a variety of options for protecting assets that give business owners options. I would recommend to others.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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