MSI CONTINUING PROFESSIONAL EDUCATION CLASSES

CAPTIVE INSURANCE 101
DATE: OCTOBER 17, 2019 FROM 2:00 EST TO 4:00 EST

This course will provide attendees with the following:

  • A brief explanation of captive insurance, including a history of captive insurance
  • Instruction on identifying various types of exposures, insurance coverages, and associated risks
  • The five key benefits of captive insurance
  • Direction for recognizing clients that are a good fit for captive insurance

Upon completion of the class, CPAs will receive 2 CPE credits and the CFPs will receive 2 hours of Continual Education.

All classes are FREE 

NON-QUALIFIED DEFERRED COMPENSATION
DATE: NOVEMBER 21, 2019 AT 2:00 EST

By taking this 50 minute course, you should be able to understand what a Non-Qualified Deferred Compensation (NQDC) Program is including its uses and benefits for both the employer and employee. You should be able to explain the differences between a NQDC program and a Qualified Program and you should also be able to identify clients that would qualify for a NQDC program. Upon completion of the class, CPAs will receive 1 CPE credit and 1 CE credit for CFPs .


All classes are FREE for 1 or 2 CPE/CE credits depending on class upon completion.