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The ChFETM Institute Curriculum & Agenda Welcoming Reception (Tuesday Evening) 7:00 pm Day One - Wednesday Breakfast 8:00 - 8:30 am Financial Engineering for the Affluent - The Process 8:30 -12:00 am Dealing effectively with the financial life support systemsTM of successful individuals and families: Income Tax Dynamics • Risk Management • Estate Preservation
Retirement Planning •
Long Term Care • Cash Management • Asset Protection
Lunch 12:00 - 1:00 pm The Financial Blueprint ~ The linkage: Marketing-Planning-Technical Knowledge 1:00 - 5:00 pm Sales — Marketing — Planning Techniques — Case Studies Case Studies - Coping with financial blind spots & supervised neglect of other advisors Providing clients with flex & balance so they don't give up future choices of options Reception & Dinner 6:00 pm DAY TWO - THURSDAY Breakfast 8:00 - 8:30 am The EngineeredInvestingTM Program 8:30 - 10:00 am EmotionalInvestingTM ~ Guaranteed to Fail Using The Investment Quadrants Effectively Stable Value Investing ~ Retirement Income Planning Dealing with your client’s investment desires: Case Studies Liquidity, Income, Growth and Tax Advantage ~ The Investment LIGSProfileTM Tax Dynamics: Strategies & Tactics: Defer - Divert - Convert - Deduct 10:00 am - 12:00 pm Lunch 12:00 - 1:00 pm Dynamic Asset Protection Strategies 1:00 - 3:00 pm Advanced Life Insurance Strategies & Tactics 3:00 - 4:00 pm Marketing - Planning Techniques - Case Studies 4:00 - 5:00 pm Reception & Dinner 6:00 pm Day THREE - Friday
Breakfast 8:00 - 8:30 am
Financial Engineering for Business Owners - The Process 8:30 - 12:00 am Income Tax Dynamics•Risk Management•Estate Preservation• Retirement Planning Cash Management • Asset Protection • Business Succession • Compensation Design The linkage: Marketing - Planning - Technical Knowledge Sales — Marketing — Planning Techniques — Case Studies Lunch 12:00 - 1:00 pm Planned Giving — A New Frontier 1:00 - 3:30 pm CharitableCapitalTM Planning - "the conversion of taxable capital into charitable capital" Increase cash flow, reduce taxation, more effectively achieve overall financial needs and objectives CharitableCapitalTM Planning Tools: CGAs, CRTs, NIMCRUTs, CLTs, Private Foundations, Donor Advised Funds, Endowments, etc. Tying it all together through marketing - Providing clients more flex & balance 3:30 - 4:00 pm Differentiating yourself - Branding- The Process! Becoming a financial solutions provider. Comprehensive Exam - Twenty Essay Questions 4:00 - 5:30 pm |