Personal Financial Planning Risk Management Events 

 

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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
2/3/2016WebcastThe Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly
Tom Tillery
Personal Financial Planning; Risk Management
9/3/2015PodcastWhat to Consider when Replacing a Client’s Existing Life Insurance Contract
Tom Tillery
Risk Management; Tax
7/30/2015PodcastTermination of an Insurance Trust
Martin Shenkman
Estate; Risk Management
5/18/2015PodcastWhat to Do With an Unwanted Life Insurance Policy
Tom Tillery
Risk Management
2/26/2014WebcastEvaluating Existing Variable Annuities: What Every Advisor Needs to Know
Michael Kitces
Risk ManagementAdvanced PFP Series
9/25/2013WebcastThe Economics of Life Insurance
Amy Sonstein
Risk Management
4/18/2013WebcastIDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things!
Tom Tillery
Risk Management; Tax
1/30/2013WebcastLatest Trends & Developments in Long-Term Care Insurance
Michael Kitces
Risk Management
8/28/2012WebcastBest Practices for Advising Clients with Special Needs Family Members While Minimizing Planning Risks
Joe Ferrazza
Larry Rivkin
Michael Walther
Risk Management


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