A Professional Association of Insurance and Financial Advisors
We invite you to join us for a Continuing Education Class
CE CLASS: “Solutions for Business Owners”
1-hr. CE Class: Credit for Florida insurance, CFP, CIMA and CPE. Approved for Investments & Wealth Institute CE.
Florida CE Course #: PLIFE283, Offering ID: 73033, Approval ID: 119393
Course Authority: IND Life-FL, CFP, PRP
Course Level: Intermediate
Course Objective: This course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners, to help them manage risk and meet their business objectives. Participants will also learn about income tax, regulatory and practical implications that affect the clients’ needs and each type of solution.
- · Learn how business value impacts overall planning
- · Discover solutions to help the business owner protect their
- · See the importance of reviewing the buy-sell agreement to
ensure it’s meeting the client’s objectives.
- Help business owners see how their business can play a
part in their retirement income strategy
Date: Wednesday, April 20, 2022
Time: 11:00 AM, Registration and Lunch
11:45 AM, 1-Hr CE Class
Location: Fort Lauderdale Country Club
415 E. Country Club Circle
Fort Lauderdale, FL 33317
Meeting Type: On-Site
Pre-Registration is required, RSVP today
After registering, you will receive a confirmation email containing information about joining the meeting.
CHARGE – MEMBER
Lunch – $28.00
Zoom – FREE
CHARGE – MEMBER
Lunch – $40.00
Zoom – $10.00
ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED
SAVE THE DATE!
May 23-24, 2022, NAIFA Congressional Conference, Washington, DC