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Webinar - 2021: New Year, New Administration, New Strategies PLUS Estate Planning Now

In response to Covid19, FSP Hartford will continue to provide quality, low cost educational offerings as online webinars with CE for CT State Insurance and CFP.   
 
Once registered, you will receive an email prior to the webinar from Association Office (customercare@gotowebinar.com) with call in and log in information.  As we get closer to the event, we will also send you tips, instructions and webinar rules.        
 
If you are paying by credit card, please use the Pay Now buttons to the right.  We do not accept cards over the phone.   If you are mailing check, use the Pay Now button and provide us with more information and check off sending check.  Or,  you may use the registration options at the bottom of this page.
 
 
2 CT State Insurance and 2 CFP CEs have been applied for.   You must attend both hours to obtain insurance but for CFP you can recieve 1 or 2 hours. 
 
 

Thursday, May 13, 2021
9:00 AM - 11:00 AM

Location

Convenience of your home or office
   
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Member Fee

Guest Fee

Agenda

 


Charles Perrault, III, CFP® ®, CLU ®, ChFC ®
Director, Advanced Planning
Prudential Individual Solutions Group

May 13 2021 9:00AM


2021: New Year, New Administration, New Strategies


The change in the Presidential Administration along with the social and economic impact of the Covid 19 pandemic have brought about tremendous changes and proposed changes to the structure of our tax posture; income, estate and gifts. This timely session will consider potential tax changes and tax impact on the estate planning considerations for our clients to include a review the of considerations we need to share with our client’s.


May 13 2021 10:00AM


Estate Planning Now


This one-hour course will address planning opportunities for our clients faced with the prospect of changes in the estate and income tax changes. It will include a discussion and review of two specific and related planning techniques: Intra Family Loans and Private Split Dollar. The discussion and review will include two case study examples to highlight these approaches and will include a comparison of the impact of these concepts in light of current interest rates and the status of the Federal Estate Tax rates and exclusions.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT INs
May 13, 2021 2021: New Year, New Administration, New Strategies Charles Perrault, III, CFP® ®, CLU ®, ChFC ® 9:00 A 2.00 2.00
Estate Planning Now 10:00 A



Registration Fee
Member
$15.00
 
Non-Member
$30.00