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

January 24, 2014

Do you have a plan for revenue in the new year?

Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements.  Join Shelley Lightfoot and Joe Strazzeri for a discussion about techniq
January 17, 2014

What Business Entity have you chosen?

From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies) to evaluating the entities, this course surveys each business entity option. Multiple considerations dictate the choice of entity, for example:

December 17, 2013

Wealth Protection & Transfer Strategies for Business Owners and Successful Families

Given the continuous process of change, your client's Wealth Strategies plan will not accomplish its purpose if it is not maintained. With all the sound bites and media static, it is hard to sort out what affects your client's family and their plan. We

December 2, 2013

Are you coming to our Holiday Open House Party? [DEC. 5TH 2013]

October 16, 2013

Are you a Trustee? Are you curious? Learn more here…

A client or a client's family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsib

October 9, 2013

Do you have any questions regarding Social Security?

Here is a snippet video of Ryan Hyslop as he will lead an interactive discussion regarding the following questions about social security: Will Social Security be there for me in retirement? How can I maximize my Social Security benefit? When should I t

September 27, 2013

In case you missed it…5 recent Thursday Insights session digitally available

Many of you may know our Thursday Insights programs held here in our offices every Thursday afternoon at 2:30pm.  If you missed any of the recent events, we have a list of 5 of our programs available for you in digital form.  Feel free to cli