Personal Financial Planning Risk Management Events 

     

    Welcome to the Risk Management section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.

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    Date
    Event Type
    Event Name
    SpeakerFilter
    Topic
    Series
    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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