The CFP® process is the typical starting point.
In financial planning, goals-based planning is the backbone for all decisions, such as risk management, estate planning, etc. The process in its simplest form gathers data about the client’s goals and financial situation, including all necessary documents, including estate documents, and then analyzes the data and matches recommendations with client goals. This video reviews what data needs to be collected and how estate planning is incorporated.
Agenda
Faculty
Steven Beck, J.D., CFP®
ARGI
- Estate planning specialist at Argi Financial Group
- Leads Estate Planning Group at Argi and member of Family Office Team
- Practice emphasizes all aspects of federal gift and estate tax, state estate and inheritance tax, income tax, asset protection and business planning
- Conducted numerous seminars on basic estate planning techniques, estate and income tax minimization strategies and asset protection
- J.D. degree, University of Kentucky, CFP®
- Can be contacted at [email protected] or 502-753-0609
Matt Watkins, J.D., LL.M.
ARGI
- Financial advisor and general counsel for Argi Financial Group
- Leads the Argi Financial Group Family Office and serves as financial advisor for high net worth clients and business owners
- Regular public speaker on legal, tax and financial matters
- Seven years’ experience in financial services industry
- Prior to entering the financial services industry, practiced law for nine years in the areas of tax, mergers and acquisitions and estate planning
- J.D. degree, University of Louisville; LL.M. in taxation, DePaul College of Law
- Can be contacted at [email protected] or 502-753-0609
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
