CE: 1.0
Description: Learn the importance of financial planning and how to efficiently and effectively create and estate plan and asset protection techniques.
At the conclusion of this presentation, participants will be able to:
- Explain how your financial plan correlates with estate planning
- Describe the purpose of a will
- Describe asset protection techniques
Key:
Complete
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Shawn M. Johnson, ChFC®, CLU®, CLTC
Shawn Johnson is the Vice President of Business Development for Treloar & Heisel. Over the last 20 years he has helped several hundred dentists implement business and personal insurance policies and develop financial planning techniques and investment plans. He has assisted in installing retirement plans for dental offices, as well as providing personal savings and investment strategies. A Chartered Financial Consultant, Shawn is a member of National Association of Insurance and Financial Professionals and the Financial Planning Association of the Pittsburgh.
Michael Markhoff
Michael Markhoff concentrates on estate planning and estate administration, representing professionals, executives and small businesses owners.
Michael works with clients on minimizing (and often eliminating) estate and gift taxes through the coordination of pension benefits, business assets and other assets in the estate plan while preserving the client's assets for future generations.
He analyzes liquidity needs for the payment of estate tax, including the use of life insurance products, family limited partnerships, qualified personal residence trusts and generation-skipping trusts. Michael also advises individuals with regards to charitable giving including the formation of not-for-profit corporations. He has also worked on numerous estates and estate plans involving clients who have non-citizen spouses. Michael works closely with accountants, financial advisors and insurance underwriters using a "team approach" to identify the clients' goals and provide creative and appropriate solutions.
Shawn Johnson
I declare that I have no proprietary, financial, or other personal interest of any nature or kind in any product, service, course, and/or company, or in any firm beneficially associated therewith, that will be discussed or considered during the proposed presentation.
Michael Markhoff
I declare that I have no proprietary, financial, or other personal interest of any nature or kind in any product, service, course, and/or company, or in any firm beneficially associated therewith, that will be discussed or considered during the proposed presentation.
