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.
None. Any interest level or professional may attend.
Current approvals include: National Association of State Boards of Accountancy (NASBA), Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA)
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.
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.