August 17, 2022 10:00am – 12:00pm Map & Directions 602-252-4144

Webcast: Personal Financial Planning Update: Insurance Issues-Diagnosing Exposures and Developing Solutions

Description

Not a big fan of insurance? Attend this workshop and learn everything you need to know about insurance to be able to advise your clients wisely! Insurance can be a powerful tool to mitigate potentially financially devastating perils, but only if you understand the inherent risks and how to sort the wheat from the chaff. In this course, you will cover contractual red flags, product types, taxation issues and all the essentials on a full spectrum of insurance, including life, disability, health, homeowners, automobile and liability insurance.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

9:30am

Fees

Member:
$75
Non-CPA Staff:
$101
Non-CPA Staff (100% club):
$75
Non-CPA Staff (sole proprietor):
$75
Non-Member:
$101
Webcast
Specialized Knowledge
2

Objectives

  • Understand the many exposures associated with various types of risk
  • Learn how to assess, evaluate and diagnose proper insurance strategies
  • Review how to apply practical solutions to mitigate risks
  • Learn about the distinct types of products in the marketplace, policy specifics, the ability to quantify an appropriate amount of insurance to ensure adequate coverage, underwriting issues, regulatory concerns, potential exposures, and the tax consequences of each type of insurance

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, financial advisors and industry professionals.

Prerequisites

A basic understanding of insurance

Highlights

Overall insurance concerns affecting

  • Various risks surrounding the client and how to manage them
  • Different types of products in the marketplace

Notes

None

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