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]

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

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