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hero image_ACS webinar

NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Bridging Charitable Planning with Retirement Income

This session will provide you with a review of topical ideas to share with clients that are charitably inclined. The SECURE 2.0 Act allows clients to take advantage of planning opportunities that can increase the probability of retirement success, lower taxation, save money, and provide funds to charities efficiently. In addition, the current economic conditions favor arbitrage planning that promotes generational planning opportunities that can help you retain assets and grow your business.

You will learn: 

  • How to better use philanthropic tendencies to improve retirement outcomes
  • Strategies for efficient charitable giving
  • Strategies for creating income while meeting philanthropic requests

REGISTER

This Webinar is Sponsored by 

Ash_Brokerage_Logo_2024

Continuing Education & additional information provided below.

Tuesday, December 10, 2024

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

Program Overview

December 10th | 12 - 1 pm Eastern

SPEAKER

Mike McGlothlin, CLU, ChFC, CFP, LUTCF, NSSA

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Mike McGlothlin, CLU, ChFC, CFP, LUTCF, NSSA

Mike McGlothlin, CLU, ChFC, CFP, LUTCF, NSSA is a team leader, retirement industry activist and disciple of Indiana Hoosier basketball. His decades of experience in the insurance business, dedication to lifelong learning and self-improvement, and a stint as a student manager under renowned Coach Bob Knight have shaped him into the leader he is today.  As executive vice president of retirement at Ash Brokerage, he and his team help financial planners provide income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. With more than 25 years of industry experience, Mike is a sought-after writer and speaker focused on helping advisors bring true value to their business.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College credit/formerly PACE) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of charitable planning and retirement planning
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate-Advanced

Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP/NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Presentation Material

Upon registration, you will receive a confirmation email. That email will also include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

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