Join Tom for a CE event on July 31!

On July 31, Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of The Replacement of a Life Insurance Contract: The Good, The Bad and The Ugly.

On a rare occasion, a life insurance contract will have to be replaced. The Internal Revenue Service mandates strict rules as to the replacement and design of the new life insurance contract. Financial advisers need a keen awareness of the applicable sections of the Internal Revenue Code; the various types of life insurance contracts; and the unique features and benefits of each contract type. This presentation will walk the adviser through the replacement process and illustrate the “finished product” with a case study.

The Webcast will be held on Friday, July 31, 2015 at 1:30PM EDT. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com. Virtual Seating is limited.

Join Tom for a CE event on April 24!

On April 24, Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Personal Financial Planning & Community Property.

Marital property law affects all aspects of the personal financial planning process including: business interests, debt, estate, risk management and tax.
Your clients do not have to reside in a community property state in order for the community property rules to apply to their personal financial planning. The presentation will illustrate the application of community property law to the personal financial planning process, survey the history of Common and Community Property law, review the types of marital property ownership systems, and discuss the concept of ‘once community property always community property’ – regardless of jurisdiction.

The Webcast will be held on Friday, April 24, 2015 at 1:30PM EDT. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com. Virtual Seating is limited.

Join Tom for a CE event on January 30!

On January 30, Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Case Studies in the Generation-Skipping Transfer Tax in the Personal Financial Planning Process.

The various types of Generation-Skipping Transfers will be illustrated through case studies in the personal financial planning process. The presentation will review the history of the Generation-Skipping Transfer Tax; illustrate the various types of “skips” through case studies; as well as, assess how these “skips” impact the personal financial planning process.

The Webcast will be held on Friday, January 30, 2015 at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com. Virtual Seating is limited.

Join Tom for a CE event on December 5!

On December 5, Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Generation-Skipping Transfer Tax in the Personal Financial Planning Process.

Topics to be addressed will be: This presentation will review the history of the Generation-Skipping Transfer Tax, as well as detail how the various changes within its structure affect the personal financial planning process. Topics will include the various types of ‘skips,’ the implications of EGTRRA and ‘indirect skips,’ as well as a review of the various strategies in ‘preserving portability.’ The Webcast will be held on Friday, December 5, 2014 at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com. Virtual Seating is limited.