Understanding Business Protection Needs
Advisors who work with business owners know the business is often their biggest asset and that it’s probably critical to their financial well-being. Business owner surveys have consistently shown that business protection is their highest priority. Learn what it means to protect the business, what risks advisors can take off the table for them, and what the best practices are for implementation.
Attendees will learn:
Four stages of a business life cycle and the business protection needs in each stage
Tax implications and planning strategies for business protection solutions
Best practices for implementing business protection for each stage and type of need
April Caudill, JD, CLU, ChFC, AEP is a Director of Business and Advanced Solutions at the Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. Previously, she worked in advanced planning for two other major carriers and was the managing editor of Tax Facts at the National Underwriter Company. April is a past national president of the Society of Financial Service Professionals and the 2014 recipient of its Kenneth Black, Jr., Leadership Award. She is also a frequent author and the first place winner of the Ken Black Jr. Journal Author Award in 2002 and 2018. She is a contributor to Retirement Income Redesigned by Harold Evensky & Deena Katz (Bloomberg, 2006) and co-author of The Mutual Fund Handbook (National Underwriter Co., 2001). She is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit are available.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. 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 will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes PowerPoint and access to the archived program)
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|Professional Recertification Credit (PACE):
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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.
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The recording will include both the audio portion and PowerPoint slides.