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The United States Supreme Court’s 2024 decision in Connelly v. U.S. has upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide analysis of several potential innovative solutions.
Continuing Education & additional information provided below.
Director of Advanced Solutions at Principal Financial Group
April Caudill, JD, CLU, ChFC, AEP (Distinguished) is a Director of Advanced Solutions at Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. The Principal Advanced Solutions team offers consulting services in the business market, including informal business valuations, buy-sell agreement reviews, business succession planning, key employee benefits, and estate planning for business owners and their key employees. Prior to joining Principal in 2015, April was an advanced planning attorney for two other major carriers, and was the managing editor of Tax Facts at the National Underwriter Company, where she worked for 19 years. She was the national president of the Society of Financial Service Professionals in 2012, and the recipient of its Kenneth Black, Jr. Leadership Award in 2014. April is a prolific author and three-time winner of the Ken Black Jr. Journal Author Award in 2002, 2018, and 2020. In 2024, she was inducted into the Hall of Fame of the National Association of Estate Planners and Councils (NAEPC). April is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law and licensed to practice law in Ohio.
Intermediate
1 CFP® credit has been applied for.
1 Professional Recertification/PRP (American College) credit has been applied for.
1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of Business Planning/Experience working with business owners.
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate
National Association of Insurance and Financial Advisors (NAIFA) 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.
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 877-866-2432.
Additional CE Credit Info:
$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, 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.
Upon registration, you will receive a confirmation email. That email will also include the link to access the PowerPoint/presentation material.
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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