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.
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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
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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.
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.
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.
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.
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.
Dec 16, 09:00 AM ET
Dec 16, 09:00 AM ET
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Dec 16, 09:30 AM ET
Dec 16, 10:00 AM ET
Dec 16, 10:00 AM ET
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