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š2013 Webinar Series›

September 17th - Tuesday- 2:00 pm CDT
ITM Presents:
Specific Problems with Certain Policy Types Held in a Trust

Certain policy types present specific issues and challenges to the trustee. This seminar will highlight those problems and provide the solutions with real life case examples.
Presenter: Michael Brohawn, CFP®, CLU

As noted, these courses are approved for CFP® and CTFA continuing education credits.





September 24th – Tuesday – 10:00 CDT
PetroData Business Systems Presents:
The OCC – Unique and Hard-to-Value Assets: Overview of Changes

The Office of the Comptroller of the Currency (OCC) issued a new booklet in August of 2012 titled Unique and Hard-to-Value Assets. The booklet acts as a supplemental procedures list to examiners and describes unique and hard-to-value assets along with the risks associated with their investment or holding; the management role of the fiduciary; and provides guidance for examining these types of discretionary assets held in fiduciary accounts.

As noted, these courses are approved for CTFA continuing education credits.





October 17th - Thursday- 9:30 am CDT
ITM Presents:
Policy Pricing Suitability

Policy pricing varies by as much as 80%. If you don't know what you are being charged, then you risk beneficiaries claiming they should have received more death benefit because you were overcharged. This webinar will discuss how to quickly and easily document your investigation of policy pricing suitability.
Presenter; Barry Flagg, CFP®, CLU, ChFC

As noted, these courses are approved for CFP® and CTFA continuing education credits.





November 5th – Tuesday – 11:00 am CDT
PetroData Business Systems Presents:
A Basic Overview: Mineral, Oil and Gas Assets – What Every Fiduciary Should Know

Effective management of mineral, oil and gas assets begins with a basic understanding of the asset type and geology; legal ownership and interest; revenue and expense processing; and the petroleum industry. The unique nature of this type of revenue generating asset requires a fundamental knowledge of what special circumstances affect accounting, management and income potential.

As noted, these courses are approved for CTFA continuing education credits.





November 12th - Tuesday- 2:00 pm CDT
ITM Presents:
ITM Remediation Services Special Case Studies

Very often trustees are asked to make difficult decisions about life insurance policies. For example, when to surrender a policy, or to lower a death benefit. This webinar will show you how to create a prudent remediation decision making process.
Presenter: Michael Brohawn, CFP®,CLU

As noted, these courses are approved for CFP® and CTFA continuing education credits.





December 4th – Wednesday – 11:00 am CDT
PetroData Business Systems Presents:
Mineral, Oil and Gas Assets – Fiduciary Management

Fiduciary Management of a Mineral, Oil and Gas Assets entail a wide range of responsibility. The fiduciary must understand risk assessment; income analysis; ownership rights; lease negotiation; accounting; asset valuation; and a host of regulatory requirements specific to mineral, oil and gas interest.

As noted, these courses are approved for CTFA continuing education credits.





December 10th - Tuesday- 10:00 am CDT
ITM Presents:
Insurance Trust Monitor's 2013 Year in Review

We will review a variety of cases (good and bad) that surfaced throughout the year, the discussion will include a workbook including examples.
Presenters: Michael Brohawn, CFP®, CLU and Leon Wessels

This webinar is not approved for CFP® or CTFA credits.





PetroData Business Systems, Inc

1-877-737-2667

info@pdscompanies.com | www.pdscompanies.com

1301 S. Bowen Dr, Suite 335
Arlington, TX 76013



Insurance Trust Monitor

1-866-384-2766

lwessels@youritm.com | www.youritm.com

809 W. 1st Street, Suite B
Cedar Falls, IA 50613