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Cannon Teleconference: Legitimate and Effective Asset Protection Planning

October 25 @ 1:00 pm - 3:00 pm

Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:

  • Avoiding Fraudulent or Voidable Transfers
  • Using Tenancy by the Entireties Form of Ownership
  • Protected Status of Qualified Retirement Plans, IRAs and Life Insurance
  • Trusts – Including Self-Settled Trusts, Certain Joint Trusts and Third Party-Settled Trusts

Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSE, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSE, then you will be charged a $100 cancellation/materials fee.

Archive Note: CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.

There is a cost to attend this event. Register here: https://www.pathlms.com/cannon-financial-institute/product_bundles/2166#