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NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Tax and Estate Planning Under a New Presidential Administration

A new presidential administration could lead to changes that profoundly impact estate planning: namely the sunset or extension of the Tax Cuts and Jobs Act. These possible tax changes are being considered at a time that the population is aging and interest rates are uncertain. What do all of these different factors mean to financial planning?

You will learn:

  • How professional advisers and planned giving professionals should approach clients in light of the changing economic considerations: possible dramatic changes to the tax system, uncertain interest rates and aging population
  • What might become of traditional estate planning techniques
  • What non-tax considerations and planning ideas may become more relevant to address

REGISTER

This Webinar is Sponsored by 

ACS_NPAN_2023

Continuing Education & additional information provided below.

Tuesday, November 12, 2024

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CLE/Legal 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

November 12th | 12 - 1 pm Eastern

SPEAKER

Andrew Rinn

JD, CFP, CLU, ChFC

X

JD, CFP, CLU, ChFC

Andrew Rinn

Andrew Rinn, JD, CFP, CLU, ChFC is AVP Advanced Sales Strategy at Sammons Financial Group companies where he leads a group of highly skilled and credentialed individuals. The teams specialize in providing a single source of contact for the comprehensive education, competitive product and concept needs of today’s financial professional.  The team’s proficiency includes the full spectrum of business and executive benefits knowledge coupled with thought leading expertise in advanced estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities. Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, Finseca, and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, NAIA Performance and Purpose Forum, AALU National Meeting and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service Professionals. Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007. He obtained his Juris Doctorate (JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals and on the National Board for the Society of Financial Service Professionals. Andrew has earned the following Professional Designations & Licenses: JD, CFP®, CLU, ChFC, Series 6, 7, 26, 66 & 63.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

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 tax and estate 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.

ADDITIONAL INFORMATION

 

Presentation Material

Upon registration, you will receive instructions via email on how to participate in the program. The email will also include instructions for accessing 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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