Event Calendar
Help for this page My CE Transcript
Hosted by  FSP Connecticut

Hybrid Program - 2023/24 Updates to Executive Benefit Planning with Life Insurance | Ethics: Society of Financial Services Professionals Code of Professional Responsibility (Part 2 of 3)

Join us online or at the Back 9 Tavern for a quality educational program and networking opportunity!
 
Bring a colleague. . . on us, for a first visit. They will be glad you did.
 
1 LRE and 2 LH CT Insurance CE’s are approved.  
 
Please let us know when you register in the Note field if you are attending in-person or online, so we have an accurate count for the venue.
 
For in-person attendees, by registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to FSP Connecticut, it's volunteers and association manager.
 
If you are paying by credit card, please use the Pay Now buttons to the right (no cards over the phone or on-site). If you are paying by check, use the Pay Now button and provide us with more info about you and then indicate you are paying by check. Or use the registration options at the bottom of this page.
 
SPECIAL THANKS TO:
 
 
 

Thursday, October 12, 2023
8:30 AM - 11:30 AM

Location
Back Nine Tavern or Online
150 Savage St
Southington   CT   06479
 



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

Member Registration $39.00
Time has expired
to pay this online
Guest Registration $59.00
Time has expired
to pay this online

Agenda

 


Kevin E. Baldwin, CLU, ChFC, CAP
B & L Financial Architects

Oct 12 2023 8:30AM


Ethics: Society of Financial Services Professionals Code of Professional Responsibility (Part 2 of 3)


The ultimate goal of Ethical behavior is to serve the public interest. The path to fulfilling this goal is the fostering of professionalism in financial services. A professional has been defined in the writings of Solomon S. Huebner as possessing four essential traits: • knowledge or expertise • service to others • working with other professionals to enhance the practice and reputation of one who is a member • self-regulation Each session (June, September and October) will cover various aspects of Ethical behavior. Each hour session will include presentation and discussion on practical applications. This is the second of 3 sessions providing guidance and practical application of Ethical Standards. At our September meeting, we will be focusing on Confidentiality, Integrity and Diligence. Each hour session will include presentation and discussion on practical applications. Come prepared to be engaged and encouraged.


Randy Zipse, JD, AEP®
Advanced Sales Lead
 MassMutual

Oct 12 2023 9:30AM


2023/24 Updates to Executive Benefit Planning with Life Insurance


This course will educate and update attendees based on 2023/24 opportunities regarding types of executive benefits planning strategies including the Non-Qualified Deferred Compensation, Split Dollar Plans, and Section 162 Bonus Plans. Additionally, this course will cover the uses of life insurance in these plans incorporating current tax law.

Sessions

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


DateCourse Title/DescriptionStartCT INs
Oct 12, 2023 Ethics: Society of Financial Services Professionals Code of Professional Responsibility (Part 2 of 3) Kevin E. Baldwin, CLU, ChFC, CAP 8:30 A 1.00
2023/24 Updates to Executive Benefit Planning with Life Insurance Randy Zipse, JD, AEP® 9:30 A 2.00


Registration Fee
Member
$39.00
 
Non-Member
$59.00