Overview

Risk management is the foundation of all planning for successful people and those with aspirations to become successful. The most valuable assets of our clients are often the value of their business and their earning power.  We will discuss how to protect against enterprise value in the event of death, disability, the loss of key employees, and improperly drafted operating agreements.

For the wealthy family, we will discuss strategies to help transfer more assets with more control to the people and non-profits that matter most. For the emerging affluent, we will explain best practices of protecting the assets and current & future earning power to bulletproof a financial plan.

Learning Objectives

After completing this session, participants will be able to:

  • Identify unfunded personal and business-related liabilities for our most valuable clients that are triggered by death and business transition
  • Understand the vehicles used mitigate different types of risk and the tax characteristics of funding, using cash while living and the receipt of benefits at death.
  • Gain appreciation for the complementary audit process and the value of the review process for the client
  • See how insurance strategies play an important role in the holistic financial planning process

Presenter

Greg Lopez, President, Marcum Insurance Services

CPE CREDITS

Program Description Wealth Insurance: Marcum Insurance Services Guide to Maximizing Client Asset Retention, Growth, and Transfer
Important Notice Regarding CPE:
Learning Objectives

After completing this session, participants will be able to:

  • Identify unfunded personal and business-related liabilities for our most valuable clients that are triggered by death and business transition
  • Understand the vehicles used mitigate different types of risk and the tax characteristics of funding, using cash while living and the receipt of benefits at death.
  • Gain appreciation for the complementary audit process and the value of the review process for the client
  • See how insurance strategies play an important role in the holistic financial planning process
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 hour
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at brandon.ferris@marcumllp.com.

Marcum LLP 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.