Thursday, September 11, 2014

Free CE Credit Workshop on Trusts/Estate Planning and ElderLaw/ SPACEAVAILABLE both Options ***REGISTER NOW!***

Free 10/12 CE Hour Session Offered Two Ways:
Three Consecutive Wednesday Afternoons or
All Day Friday and a Saturday Morning
Northern Illinois University | 1120 E. Diehl Road | Naperville
Supercharge Your Business and Earn 12 Credits!

Dear Financial Professional:

By attending this seminar, you will learn about Elder Law, Estate Planning, Business Succession & Asset Protection tools and strategies that can help you attract new business and continue to meet your clients’ needs. With 10,000 people each day turning 65, now is the time to begin discussing and using Elder Law planning and we will show you how. We will discuss products and strategies available to help you win — and keep — more clients. In addition, this seminar allows CPAs, accountants, financial planners and insurance professionals to earn continuing education credits, while networking with fellow professionals. A certificate of attendance will be provided to each attendee upon completion of the entire boot camp.
This course is designed to provide financial professionals with a working understanding of estate planning strategies and tools, even if you have little or no knowledge of the basics. You will be able to pinpoint the crucial estate planning issues facing your clients, as well as identify the techniques they need to minimize tax liability and reduce risk. You won’t be an expert estate planner at the end of the course, but you will learn how to recognize the key issues affecting your clients so that you can get them the help they need.
You will also be able to network with other professionals and learn how to work with your fellow advisors to better service your clients—and generate new revenue.

Mark Metzger,
Law Office of Mark C. Metzger
Tom Kochan, Sequoia Premier Partners
Jeff Kochan, Sequoia Premier Partners

Mark Metzger
Mark is a Naperville-based attorney with an emphasis in estate planning, elder law and asset protection.

Tom Kochan
Tom is the founder of Sequoia Premier Partners, a national insurance brokerage company that supports financial professionals.

Jeff Kochan
Jeff is a Director at Sequoia Partners, where he works daily with financial professionals to help meet their clients’ needs.

This Fall, we are offering the course in two formats.
Option 1 will be to attend three consecutive Wednesday afternoons (September 10, 17, and 24, 2014)
from 1:00 p.m. to 5:00 p.m. Option 2 will be a full day on Friday October 10 (9:00 a.m. to 4:30 p.m.) and
Saturday morning, October 11, 2014 (9:00 a.m. to 12:30 p.m.) The same content will be presented with either Option. It’s your choice of the Wednesdays or the Friday/Saturday combination.
For CPAs and Insurance Licensees, CE credit hours are earned 50 minutes at a time and the entire course qualifies for 12 CE hours. For CFP® holders, credits are earned in 60 minute units, so the entire course is worth 10 hours. (For those counting, no one will give CE units for breaks or lunch, and we’ve built those in). We are permitted to award partial credit for partial attendance by CPA and Insurance licensees, provided you tell us in advance that you will only attend part of the course. The CFP ® Board has only certified the course for credit in its entirety.

We’ll begin by focusing on estate planning issues affecting all clients, including:
• The importance of the professional team
• The importance of personalized, client-focused planning
• The benefits of estate planning beyond tax reduction
• Wills
• Alternatives to wills
• Living trusts
• Choosing a trustee
• Choosing a guardian
• Healthcare directives

Then, we will look at issues that impact specific types of clients.
Multigenerational Families
• Gifting to grandchildren
• Revocable/Irrevocable Trusts
• Testamentary Trusts
• Powers of Appointment
• How to stretch and grow IRA Retirement Assets (and keep them under management) for multiple generations

Wealthy Clients (an introduction to advanced estate planning)
• Freezing and fractionalizing
• Grantor trusts
• Roth IRA Conversion
• Techniques to keep life insurance proceeds out of the estate

Non-traditional Families
• How to keep members of blended families from suing each other
• How to deal with second and third marriages

Deceased Clients (i.e. Probate and Trust Administration)
• What needs to be done first and what can wait
• Choosing a suitable trustee and what are his or her duties
• Changing the situs of a trust

Elderly Clients (i.e. Elder Law)
• How to preserve your clients’ assets under the new Medicaid law
• Identifying if a client lacks capacity or is being influenced unduly

Charitable Clients
• Tax strategies for charitable giving
• Non-cash alternatives for maximizing gifts
• Charitable remainder trusts
• Charitable lead trusts
• Private foundations

Clients With Special Needs Family Members
• What is a Supplemental Needs Trust
• Learn the rules for SSI and Medicaid eligibility

Clients Who Own Real Property
• Transfer of title while retaining rights
• Life Estates — Pros and Cons
• Irrevocable Trusts

Clients In Need Of Asset Protection
• What types of clients need asset protection
• Do they need a trust or some other entity
• Differences between states

Business Clients
• Learn the importance of exit planning and
succession planning
• Income and estate tax strategies to use before selling a business

Retired Clients (i.e. Retirement Planning)
• Distributions rules and tax consequences
• Choosing the right beneficiaries
• The Do’s and Don’ts of making a trust a beneficiary
• The Stand-alone Retirement Trust

Option 1

Wednesday Afternoons
September 10, 17, 24, 2014

12:00pm-1:00pm - Check-in
1:00pm-5:00pm - Sessions

Option 2

Friday October 10, 2014
and Saturday October 11, 2014

8:00 am - 9:00 am - Check-in
& Continental Breakfast

9:00 am - noon
Morning Session (Friday & Saturday)

12:00 pm - 1:00 pm
Lunch on your own

1:00 pm- 5:00 pm
Afternoon Session (Friday)


Northern Illinois University
Conference Center
1120 E. Diehl Rd • Naperville, IL 60563

Credit Information
This conference is designed to be eligible for continuing education credits for a variety of professionals including CPAs/accountants, financial planners and insurance professionals. Upon attending the full course, you will receive a certificate of completion. We will report your attendance as required.
This course has been approved for continuing professional education, and attendees will receive CE credit upon completion of the course.
CFPs ®
This course has been approved by the Board of Standards for the granting of continuing education credit upon completion of the course.
Life Insurance Agents
This course has been approved by the Illinois Department of Insurance for the granting of continuing education credits upon completion of the course. redits upon completion of the course.
Limited Seating Register Now to Ensure Enrollment

Phone: 630-355-5555 or 630-836-1111
Call today to register.

Email your name, address, telephone number, license or certificate type and number

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