Register for upcoming 2015 webinars 

Please join us online for the 1st quarter webinars being offered in 2015. You are welcome to register for one or every webinar below by simply clicking the register button for each session you wish to attend. Typically the sessions fill up fast - so please don't delay in registering.

 

As the leading company of third party ILIT administration, we offer these webinars to help you expand your knowledge, gain valuable insight, and learn how to better manage your fiduciary risk.  

 

Note:  These programs have been submitted and are pending approval from the CFP Board. These programs have been submitted to ICB for CTFA CE credit review and are pending approval. Once we receive notification of the credit approval, we will notify attendees/participants.

 

Thursday, January 29th - 2:00 pm (EST)

Illiquid Asset Survey - Findings and Recommendations 

 

In 2012 the OCC published a Unique and Hard-to-Value Assets Handbook. As a result many banks are taking a closer look at how they handle their customers' unique assets (i.e. real estate, mineral interests, closely-held businesses, insurance policies, collectibles etc.) and want to know how their practices compare to their trust industry peers. A survey of 47 institutions ranging in size from $4 million to $151 billion in total trust assets was performed. This presentation will highlight the Illiquid Asset Survey's most important findings, and will recommend several unique asset "best practices" of interest to those wishing to better serve their customers' needs while increasing fee income and shrinking risk exposure. This is one of the first ever surveys of these asset classes and will provide the advisor working with these assets with a wide array of useful information that can be used in their day to day practices.
 

Presenter: 
Brad Davidson, Founder and a Principal with Securities Pricing and Research, Inc. ("SPARDATA")

 

Register - Nov 8th Webinar   
Thursday, February 12th - 2:00 pm - (EST)

Directed and Delegated Trusts - The Risks of Confusing the Two

 

Directed Trusts are a relatively recent phenomenon and the Delegated Trust model is as old as the UPIA, but are you really prepared to articulate the difference between the two models? Most organizations are being asked to consider one or both of these options by someone in it's market or the bank. Join this webinar to learn more about the business, legal and regulatory differences between Directed and Delegated Trusts, what the issues are in considering each model and what your organization can do to manage the associated fiduciary and regulatory risks. 
 

Presenters:

Loyd Pohl, Chief Executive Officer of Pohl Consulting and Training, Inc.

Kevin Maas, President of Wealth Management Compliance Alliance™, division of Pohl Consulting and Training

 

Register - Nov 8th Webinar    
Wednesday, February 25th - 2:00 pm - (EST)

Life Insurance Update

 

Life insurance products have changed over the years because of market and demographic changes, tax law modifications, consumer needs and other influences. For the advisor guiding clients with their life insurance needs the last few years have seen rather dramatic changes. This webinar, presented by an industry executive with a wide and varied background in life insurance marketing, will provide the advisor with an overview of these changes and the reasons behind them. It will give the advisor a new awareness allowing them to serve clients better by assuring them that they are aware of the opportunities available to them.

Presenter:

Liz Michel, JD, Chief Marketing Officer/Advanced Markets for AgencyONE

 

Register - Nov 8th Webinar    
Thursday, March 12th - 2:00 pm (EST)

The Suitability vs. The Fiduciary Standard


 

The gap between these two standards is not insignificant.  The laws and regulations that govern the broker/dealer and the RIA draw a clear distinction - primarily in whose interest comes first.  Interestingly, a recent study discovered that the client is unaware of these two standards and how it affects them.  Please join us for a discussion of the two standards and how this affects our industry.

Presenter:

Randolph M. Pople, CFP�, AEP�, Pople Financial Consulting, Inc.


 

Register - Nov 8th Webinar
Insurance Trust Monitor
Leon Wessels

866-384-2766

809 W. 1st St., Suite B
Cedar Falls, IA 50613
 
  
PDS Companies
 Kip Newnham

877-737-2667

1301 South Bowen Road, Suite 335
Arlington, TX  76013
 
                          [email protected]    http://www.pdscompanies.com
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