This webcast is a part of the Personal Financial Planning Boot Camp webcast series.
This webcast 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.
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 firstname.lastname@example.org.