The ChFETM Institute Curriculum & Agenda

Registration Form


Welcoming Reception (Tuesday Evening)

7:00 pm

Day One - Wednesday

 

Breakfast

8:00 - 8:30 am

Financial Engineering for the Affluent - The Process

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
Long Term Care Planning • Asset Protection — Offshore Planning

8:30 -12:00 am

 

Lunch

12:00 - 1:00 pm

The Financial Blueprint ~ The linkage: Marketing-Planning-Technical Knowledge

Sales — Marketing — Planning Techniques — Case Studies

1:00 - 5:00 pm

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

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

8:30 - 10:00 am

 

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

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

8:30 - 12:00 am

Lunch

12:00 - 1:00 pm

Planned Giving — A New Frontier

CharitableCapitalTMPlanning - "the conversion of taxable capital into

charitablecapital" 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.

1:00 - 3:30 pm

Tying it all together through marketing - Providing clients more flex & balance

Differentiating yourself - Branding- The Process!

Becoming a financial solutions provider.

3:30 - 4:00 pm

Comprehensive Exam - Twenty Essay Questions

4:00 - 5:30 pm


Please CLICK HERE if you would like to register for any of the Institutes NOW