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Solutions/On Demand/eLearning/13 Wealth Management Issues Audio Lessons

13 Wealth Management Issues / Topics & Objectives
with Phil Buchanan

Overview | Topics & Objectives | Features

Specific Learning Objectives by Lesson

Investment Issues

  • Overview of Investments
  • Concentrated Positions: Capital Gains, Outright Sales, Put Options, and Costless Collars
  • Alternatives for Affluent Clients: Prepaid Forwards and Exchanges

Liabilities and Debt Issues

  • What are Liabilities and Debt Issues?

Insurance Issues

  • Introduction to Insurance
  • Multiple and Aging Life Insurance Policies
  • Introduction to Disability Insurance
  • Introduction to Long-Term Care Insurance
  • Introduction to Liability Coverage

Executive Compensation Issues

  • Introduction to Executive Compensation
  • Restricted Stock

Protection Strategies

  • Durable Power of Attorney Issues
  • Executor/Successor Trustee Issues
  • Titling of Assets Issues

QRP & IRA Distribution Issues

  • Introduction to Qualified Retirement Plans
  • Utilizing Rollover IRAs
  • Stretch IRAs
  • Last Will and Testament Issues

Business Succession Planning Issues

  • Introduction to Business Succession Planning
  • To Whom Should the Business Be Transferred?
  • When Should the Business Be Transferred?

Gifting to Children and Descendants Issues

  • Funding Educational Expenses
  • Gifting and Tax Implications
  • Educating Children and Descendants

Charitable Gifting Issues

  • Outright Gifts
  • Tax Implications of Charitable Gifting
  • Charitable Gifting and Legacy

Distribution at Death Issues

  • Tax Efficiency of Distributions
  • Control of Wealth After Death
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