Monthly Webinar Series

Webinar Recordings

Watch replays of the SSP Monthly Webinar presentations. Each session features a unique case study and practice tips from leading settlement planners.

If you are an SSP member and need the password to any of the webinar or virtual conference replays below, please email Daniel Maxwell at team@societyofsettlementplanners.com.

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Annual Conference

Virtual Conference Recordings

Sessions from the SSP virtual annual conferences held in 2021 and 2022.

Webinar Recordings

Understanding and Resolving ERISA Subrogation and Reimbursement Claims

Equipping Settlement Planners with a New Talking Point for Attorney Clients

Evaluating Pooled Trusts in the Aftermath of the Center Bankruptcy

Medicare Compliance and Protecting Public Benefits

Indexed Innovation: iStructure Select Ushers in the Next Generation of Settlement Products

Effective and Efficient Case Management: Tips From the Front Line

“I’m All-In” — Lessons For Business and Life Taken From The Poker Table

Constructive Receipt and Economic Benefit: What Settlement Planners Need to Know

FirstCare Trust Analysis — Capital First’s Proprietary Tool for Settlement and Special Needs Trust

How to Level-Up Your SSP Skills: Practical Tools for Financial Settlement Planning & Takeaways

Trust the Process: Bringing Structure to the Planning Process

The Plaintiff Recovery Trust: Avoiding the “Double Tax” on Attorney Fees & Expenses

The Cordero Case Revisited

Fee Deferrals: All GLAM’d Up

How To Increase Structure Opportunities, Save Client Taxes, and Reduce Practice Risks

Medicaid Liens After Gallardo: What Attorneys Need to Know

Medicare Set Aside Guidelines: Workers’ Compensation and Liability

Innovation Through Indexing: Intro to iStructure

Weaving Structured Settlements into Pooled Special Needs Trusts

Settlement Planning Strategies for the Elderly Client Already on Public Benefits

A-Z: Panel Discussion on QSFs, SNTs, SPTs, and Other Trusts

What I Thought I Knew — The Evolution of Settlement Planning

SNTs, Structures, QSFs, and More

The “Other Duties” Of Plaintiff Lawyers

Attorney Fee Deferrals

The Perfect Storm: A Case Study of Personal Injury Tax Issues

Webinar on QSFs: What Every Settlement Planner Should Know

Webinar on Planning for Clients in Today’s Low Interest Rate Environment

Webinar on Virtual Mediations

January 2020 Webinar

November 2019 Webinar

October 2019 Webinar

SSP Case Study: Paul Isaac

August 2019 Webinar

July 2019 Webinar

June 2019 Webinar

May 2019 Webinar

April 2019 Webinar

Virtual Conference Recordings

Welcome: Plaintiff Advocacy And Planner Tool Kit

Life Company Basics: Approved Lists, Co-Brokers & Other Guidelines

Preserving Needs-Based & Government Benefits

Settlement Planning in the Best Interests of the Client

Advanced Planning: Blending Products for Long-Term Protection

Medicare’s Interest in the Plaintiff’s Settlement: Medicare Set-Asides

Qualified Settlement Funds and Practical Use Cases

Role Play Case Study – Approaches Across the Planning Spectrum

Advanced Credentials: Becoming a Registered Settlement Planner (RSP)

Demystifying the Mass Tort Market: An Attorney’s Perspective of Planner Value

Evolving Tax Law & Increasing Net Settlements

Pooled Trusts, Special Needs Trusts, Custodians & Trustees

Avoiding Predatory Practices in the Factoring Industry & Protecting Your Clients

Deferred Compensation for Trial Attorneys & Advanced Annuity Options

Emerging Market Spotlight: Non-Qualified Sales

Judiciary Panel: Planning from The Court’s Perspective

Increasing Revenue Outside Of Planning, And Building A Well-Rounded Network

Adding Value: Protecting the Attorney’s Practice

Planning Alongside Guardian Ad-Litem & Elder Law Attorneys

Marketing for the Modern Planning Practice: Proven Techniques & Innovative Trends

Welcome & In-Depth Government Benefits and Helping Attorneys Minimize Their Exposure

Structuring Your Practice: Plans Over Product

Non-Qualified Spotlight: Capitalize on Unique Market Opportunities

Marketing for the New Normal

Become a Trusted Advisor: Opening the Door with Fee Deferrals

Negotiating Tax Strategies at Settlement

Alternative Compensation Arrangements: From Co-Brokers to Consultant Fees