Knowledge Center

Wednesday, May 13, 2015

HMB's Jeff Zaluda to Present "Asset Protection Planning from A-Z" at FPA Spring Forum

The Financial Planning Association's Spring Forum 2015

Wednesday, May 20, 2015
UBS Conference Center
One North Wacker Drive, 2nd Floor
Chicago, Illinois  

Asset Protection Planning from A-Z

1 CFP CE approved; 1 IL Insurance and CIMA CE applied for

Uncle Sam is only one threat to the ability to pass wealth through the generations. For most clients, more sleep is lost over concerns for litigation exposure, malpractice, divorce, bad sons-in-law, business risk exposure, and so on. This presentation will cover a variety of tools from the simple (e.g., life insurance) to the complex (e.g., asset protection trusts), and most things in between, being recommended to clients to help them sleep better at night.

Participants can expect to take away the following from this presentation:

  • Avoiding fraud and bankruptcy while effectively protecting assets.
  • How to market products such as insurance and annuities as asset protection devices.
  • Understanding the range and use of available asset protection tools.

To register for this program or the event, please visit the FPA's website.

Jeff Zaluda leads HMB's Trusts and Estates Group. Jeff has built his practice by creating long-term relationships with clients who value his accessibility and ability to bring creative, practical and empathetic solutions to their unique matters.

The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

FPA of Illinois is the largest chapter in terms of membership.


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