Continuing Education Classes

Attend, schedule or sponsor these popular and much needed continuing education programs and classes for credit taught by Ph.D. Antiques Appraiser Dr. Lori. A must for professionals in the insurance, accounting, financial planning industries.

Identifying Antiques Financial Planning

Title:

Identifying Valuable Objects for Insurance, Retirement and Estate Planning

Who should take this course?

Financial advisors, CPAs, insurance professionals and agents, attorneys, retirement plan advisors, investment advisers, estate planners, wealth planners, etc.

Prerequisites:

None. Any interest level or professional may attend.

Credits:

2 credits

Current approvals include: National Association of State Boards of Accountancy (NASBA), Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA)

Ask about other accreditations

Course Description:

An overview of the fundamental aspects of how objects collected over a lifetime including fine art, antiques, and collectibles are identified, valued, insured, liquidated and/or preserved for financial gain and estate value. Major points include how objects are key to the Great Wealth Transfer, how to properly insure these assets, how to attract Millennials via alternative assets, various types of insurance coverage for specific valuables in an alternative asset class, and developing a path to retirement funding and estate planning using alternative assets.

Course Objective:

Students will learn how to identify valuable alternative assets and develop methods to work with clients to decide whether to retain objects for the benefit of heirs, how to insure and preserve these collections or objects, how to liquidate objects for greatest financial gain and return on investment (ROI) and how to identify which objects should be liquidated to fund a financial, estate, or retirement plan.

Search schedule for upcoming classes and webinars

Investing & Selling Antiques

Title:

Investing, Monetizing & Selling Antiques for the Financial Plan

Who should take this course?

Financial advisors, CPAs, insurance professionals and agents, attorneys, retirement plan advisors, investment advisers, estate planners, wealth planners, etc.

Prerequisites:

None. Any interest level or professional may attend.

Credits:

2 credits

Current approvals include: National Association of State Boards of Accountancy (NASBA), Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA)

Ask about other accreditations.

Course Description:

An overview detailing how the alternative asset class of art, antiques, and collectibles will impact the financial plan. The fact that the Great Wealth Transfer will impact how clients deal with their collections demonstrates that there is great opportunity for clients and members of the financial services industry in the investing, selling, and monetizing of antiques. These valuable assets can be liquidated and the funds moved over to support financial plans. This 2 hour seminar will teach financial advisors, CPAs, and other how to get their clients talking about their collectibles and thinking about re-allocating the funds to enhance a retirement, estate, or other financial plan objective. Major points include how to liquidate at auction, online, and how to talk to clients and their heirs, specifically millennial generation, about saving for retirement and planning for their financial future.

Course Objective:

Participants will learn how the strategies to spot valuable objects--art, antiques, and collectibles--as well as the methods to wisely liquidate, invest, and monetize these items in support of the financial plan. This course will highlight the widespread and popular realm of antique collecting and show clients and financial services industry professionals how to tap the wealth. 

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From China Cabinet to Financial Plan

Title:

From China Cabinet to Financial and Estate Plans: 
Finding Wealth in Clients’ Collections

Who should take this course?

Financial advisors, CPAs, insurance professionals and agents, attorneys, retirement plan advisors, investment advisers, estate planners, wealth planners, etc.

Prerequisites:

None. Any interest level or professional may attend.

Credits:

2 credits

Current approvals include: National Association of State Boards of Accountancy (NASBA), Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA)

Ask about other accreditations.

Course Description:

An overview of the fundamental methods of finding wealth in objects collected by clients including art, antiques, collectibles, memorabilia, sports collectibles, etc. This course will focus on realizing valuable objects, identifying objects, discussing the liquidation process with family members including retirees, heirs, and millennials. Learn how to spot valuables, how to insure, protect and preserve them, liquidate them, and attract heirs including millennials to these assets.

Course Objective:

Students will learn how to identify valuable alternative assets, discuss methods to use these assets to enhance the financial and estate plans, and know what to look for to assist clients. Students will learn how to discuss issues surrounding these objects and their liquidation or handing down with family members and heirs.

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Appraisals for Alternative Asset Classes

Title:

Personal Property Appraisals for Alternative Asset Classes:
Finding Cash in Family Heirlooms

Who should take this course?

Financial advisors, CPAs, insurance professionals and agents, attorneys, retirement plan advisors, investment advisers, estate planners, wealth planners, etc.

Prerequisites:

None. Any interest level or professional may attend.

Credits:

2 credits

Current approvals include: National Association of State Boards of Accountancy (NASBA), Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA)

Ask about other accreditations.

Course Description:

An overview of the fundamental methods of obtaining appraisals for the alternative asset class of art, antiques, and collectibles. Learn how to spot a reputable appraiser, when do your clients need appraisals, what are the different types of appraisals, how do appraisals serve clients in gaining a better understanding of their financial plan and long term savings. Appraisals of many objects will be discussed including art, antiques, collectibles, memorabilia, stamps and coins, sports collectibles, etc. This course will focus on realizing value through objects and how cash can be found in wanted and unwanted family heirlooms. Discussion with clients and heirs will be a minor focus of this course.

Course Objective:

Students will learn how to identify appraisers and the need for appraisals. Students will gain an understanding of the various types of appraisals, when they are necessary, how to identify a reputable and educated appraiser, and how to integrate appraisals for use in the planning of clients’ retirement and estate needs. Students will learn methods to assist clients and deal with these emotionally charged objects collected over a lifetime. Heirs, millennials and family members will be discussed in the concept of how personal property appraisals are a necessity and a planning aide.

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3 Items to Avoid at Thrift Stores

3 Items to Avoid at Thrift Stores

Do you like to thrift shop for vintage items? Do you take the bargains you find at estate sales and auctions and flip them for profit? Discover three types of items including vintage signs and furniture that might look like bargains, but will be difficult to resell because their popularity is on the way out. Plus, Dr. Lori shares clues on which vintage and antiques items are trending up and can earn you more money when reselling.

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