The Family FinancialCare™ Series – Level 100 Courses

FFC 101:     Risk Management and Insurance
FFC 102:     Pre and Post Retirement Planning
FFC 103:     Investment Principles
FFC 104:     Investment Tax Planning vs. Tax Reporting
FFC 105:     Financial Estate Planning
FFC 106:     Adjusting to Change
FFC 110:     5 Ways Out of Highly Appreciated Properties


Course Descriptions

FFC 101:      Risk Management and Insurance
This program’s first course covers the basics of risk management and protection using various strategies and insurance. There are many types of insurance that should be addressed with a client. We will help you identify various types of policies, their purpose, and when to use them. We will also break down an insurance policy and help clear up the confusion of insurance.
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FFC 102:     Pre and Post Retirement Planning
Most Americans are unaware of whether or not they are able to retire. Our objective is to help you identify retirement-related issues that will help your clients understand some of the techniques available to help them develop a retirement strategy. We will also discuss traps and pitfalls that many retirees encounter.
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FFC 103:     Investment Principles
You will learn about the many types of investment vehicles and opportunities for their use. We will also discuss developing a clear understanding of clients’ goals and objectives along with understanding the risk /return characteristics of various investments.
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FFC 104:     Investment Tax Planning vs. Tax Reporting
Do your clients work with a tax planner or a scorekeeper? We will go over some of the strategies clients should be aware of to help reduce their tax liability. We will help you become pro-active with your clients in identifying opportunities about which your clients and their advisors may not be aware.
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FFC 105:     Financial Estate Planning
Estate planning is a vital tool that is commonly overlooked in planning by many financial advisors. This course will cover the basics of estate planning and the transfer of assets to future generations.This course will introduce you to a system for keeping your client financial plans current and up to date. Ongoing monitoring and management is critical to keeping your client engaged in the process and actively utilizing your services.
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FFC 106:     Adjusting to Change

This course will introduce you to a system for keeping your client financial plans current and up to date. Ongoing monitoring and management is critical to keeping your client engaged in the process and actively utilizing your services.
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FFC 110:     5 Ways Out of Highly Appreciated Properties
You have probably heard of 1031 Exchanges, T.I.C.’s and Triple Nets. There are at least 5 ways to sell highly appreciated property and avoid, or delay, the tax consequences. We will discuss and compare options and opportunities for both advisors and clients.
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