Web Events

PFP Boot Camp: Risk Management / Employee and Business-Owner Planning

Speakers: Tom Tillery
DeliveryType:  Video Webcast
    Select Date & Time:
  • $159.00-$199.00
    PFP Boot Camp: Risk Management / Employee and Business-Owner Planning 09:00 am - 01:00 pm ET Product #: WC1380362
    Add to Calendar 05/22/2017 09:00:00 05/22/2017 13:00:00 America/New_York AICPA Webcast: PFP Boot Camp: Risk Management / Employee and Business-Owner Planning
    Register at http://www.aicpastore.com/PersonalFinancialPlanning/RetirementPlanning/PRDOVR~PC-PFSE7/PC-PFSE7.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $159.00
    Non-Member: $199.00

This webcast is a part of the Personal Financial Planning Boot Camp webcast series.

This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk. Participants will also learn about the many types of property and casualty insurance, including homeowners, liability and auto insurance. The employee and business-owner section covers benefits such as Social Security programs, civil service group life, disability, dental and health insurance. The compensation section covers executive compensation and equity and deferred compensation arrangements. Business owner issues relating to entity selection, liability and transitioning to a retirement income producing asset are covered as well.

Learning Objectives

  • Identify, assess and evaluate loss exposures
  • Select and propose risk management technique(s)
  • Articulate the legal elements and characteristics of insurance contracts
  • Compare and contrast types of life insurance
  • Recognize the various types and uses of annuities
  • Evaluate annuity distribution option based on clients goals
  • Differentiate and compare the various types of disability insurance
  • Select disability benefits and riders based on client need
  • Select appropriate policy form for insured property based on covered perils
  • Choose liability limits based on client's financial statements
  • Distinguish differences between types of individual and group medical expense plans
  • Analyze need for LTC insurance
  • Describe the current trends and issues relating to employee benefits
  • Compare and contrast qualified and non-qualified deferred compensation plans
  • Understand the issues relating to diversification and planning relating to equity plans
  • Recognize liability exposure of business owners depending on business type
  • Understand the tax treatment of partnerships from the perspective of the owner


PFP section members and PFS credential holders receive a 20% discount:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$199 $159

5 - 9

$179 $145

10 - 20

$169 $135

21 +

$159 $129

All group attendees must be sitting in the same room in order to obtain CPE credit.

Speaker Bio

Tom Tillery
Vice President, Financial Planning Advocate, LLC
Vice President & CCO, Paraklete® Financial, Inc.

Mr. Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs. Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

System Requirements