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Mountain Retreat: Risk Management in a Nutshell – Anthony Rocca, Esq. (1MR011-13)

Description

This course is designed to provide an understanding of the process of
managing risk in a financial plan. In addition, it will provide general
insights to concepts in asset protection. Although every advisor does
not need to be an expert in these segments of planning, every advisor
should be able to identify issues and assist a client in getting proper
advice to address his or her needs in each of these important segments
of planning. It should be noted that this course is not designed to
address issues concerning diversification of assets investment in
financial planning.

Learning Objectives
  1. To enable the participant to gain an understanding of issues in management risk and the protection of assets in the process of financial planning
Major Topics
  1. Understanding Risk Management Generally
  2. Overview of Concepts in Asset Protection
  3. Life Insurance Needs Analysis and Tax Concepts
  4. Life Insurance Trust issues
Course Level
Basic
CPE Field of Study
Management Advisory Services*
4
Location
Wisp Resort Development
Event Information
When
Sep 24, 2013
7:30 am - 11:00 am EST
Location
Wisp Resort Development
Total CPE Credits
4
Format
In-Person

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$ (% off)
$150.00

NON-MEMBER


$ (% off)
$200.00
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Mountain Retreat: Risk Management in a Nutshell – Anthony Rocca, Esq. (1MR011-13)


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