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  • Settlement Planning Seminar
    RSP Part 1: Settlement Planning Seminar explores the emerging profession of settlement planning. Topics include: settlement planning fundamentals, structured settlement annuities, controlling dissipation risk, factoring structured settlements, taxation of settlement issues, qualified settlement funds, ethics of settlement planning, and how to write a settlement plan.
  • The Law and Settlement Planning
    RSP Part 2: Law for Settlement Planners addresses legal issues surrounding settlement planning. Topics include: basics of litigation, alternative dispute resolution, civil liability principles, estate planning, estate and gift tax, property transfers, government benefits planning, special needs trusts, disability benefits, OASDHI, Medicare liens, and Medicare Set Asides.
  • Financial Planning
    RSP Part 3: Financial Planning for Settlement Planners covers financial principles that are essential for settlement planning. Topics include: basic financial concepts, taxation of individuals, taxation of investments, time value of money, life insurance and annuities, claims procedures, investment concepts and vehicles, retirement planning, and employee benefits.