May 17, 2014

R.J Kelly and Advanced Estate planning ideas

Advanced Estate and Legacy Planning It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health […]
May 9, 2014

PolicyLogix for Business Owners

Insurance Policy Reviews for Business Owners There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, […]
April 29, 2014

Presentation notes on Social Security with Ryan Hyslop

Social Security is a hot topic these days, especially with the economy performing the way it is, many Baby Boomers are concerned about their benefits.  Ryan Hyslop is an expert at Social Security and in these notes, you'll get a glimpse into his p

April 8, 2014

Heritage Planning is NOT new to the estate planning landscape

Heritage Planning is the Essential 3rd Element of Successful Multi-Generational Planning Heritage Planning works with good financial and estate planning to prepare the next generations for the inheritances they will receive, and to build a family struc

March 27, 2014

St. Patricks Day Mixer [PHOTOS]

March 18, 2014

Are you considering a Business Entity? Here are some to choose from

When you are looking to start a company or have started one and are looking for pertinent protection for your long term growth, assets, and partnership agreements, there are a variety of ways to go about this.  Below are different entity structure

February 20, 2014

Keeping your Practice Relevant :: The Gathering 2014

The Gathering 2014 - Keep Your Practice Relevant
Feb 27, 2014 8:30 AM - 4:40 PM
(8:30 AM - 4:40 PM) through Friday, February 28, 2014 (7:30 AM - 5:10 PM)

February 14, 2014

Heritage Planning — The Third Element to Multi-Generational Planning

John Jenkins will share the elements of Heritage Planning - those things that are needed to sustain family wealth and unity across generations. The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they "own

February 7, 2014

Trusts and Homeowners Insurance

Financial planning can create large assets that, if insured improperly, may not last long... "We placed the client's home in a trust, but did we make sure the insurance company reflected that change or actually had the capacity to do so? Most insurance