Personal Injury, Sexual Harassment, Employment, and Divorce settlements are very specialized areas where you as a planner can either shine or fail miserably.
In this CE/CPE-eligible webinar, Joe Di Gangi, CFP and settlement specialist, will discuss the inner workings, options, potential land mines and insightful ways to help clients with very specific settlement planning needs.
- Difference between Traditional Financial Planning vs. Settlement Planning
- Case Studies
- Landmines unique to Settlement Planning
- Structured Settlement annuities
- Non-qualified settlement potential
- How a Financial Planner and a Settlement Professional can work together on cases
*CE Eligible: One CE credit will be submitted to the CFP Board on behalf of attendees. Complete certificates are also provided to attendees for self- reporting for those with American College designations (CLU, CHFC and RICP), CIMA, and NAPFA members.
*CPE Eligible: Participants will earn 1 CPE credit and will receive a completion certificate for self-reporting their credit.
Subscriptions are $12 a month.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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.