Showing 1–24 of 196 results

  • Elder Care Planning

    Mental Health 101 – Special Needs Protection

    $25.00 $0.00

    Anita and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Often the parents/caregivers/spouses worry about how their loved one will survive financially if something happens to them – because although their medical condition is chronic, it is not fatal. Learn what benefits are available and how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs. Also gain an understanding of the myriad of challenges, family impact, and options related to mental illness that will help you better connect with your clients and their families.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Anita Fisher, NAMI SD and Scott Stewart, Esq.

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  • Business Owners & Planning

    Important Considerations In the Sale of Your Client’s Business

    $25.00

    As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.

    (Purchase of this product will include a Video recording and a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director

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  • Don’t be Stuck in the “Wait and See” Trap!

    $25.00

    Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration.  Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.

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  • Using DAFs to Create Collaboration and Increase Family Philanthropic Impact

    $25.00

    In recent years Donor Advised Funds have become a phenomenal philanthropic tool that can foster collaboration among both the family and their advisory teams. Learn questions to uncover how DAFs can be combined with other strategies to create the right charitable pathway for clients. Debunk common myths when it comes to leveraging complex assets like real estate or closely held business interests for charitable giving. Create inclusive planning strategies that can be beneficial for both the family and the professional advisory teams. This collaboration can increase the beneficial impact to the family, their philanthropy, the advisors relationships with one another and the community at large.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Laura Malone, CAP®, CEPA

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  • Elder Care Planning

    The Five Essential Documents

    $25.00

    Scott and Stephanie will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients.  Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Stephanie Downer, Esq.

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  • Related Industry and Topics

    Tell Your Clients and Friends – What To Do and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail

    $25.00

    Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution. Join Richard and Joe as they share insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Richard Katzman, Esq. and Joe Strazzeri, Esq.

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  • Cloud Based Software – Everything You Always Needed and Wanted

    $25.00

    Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Eric to make sense of the decision you have to make. CPAs, Financial Advisors, and Attorneys – NOTE: We moved from Time Matters!

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Ali Mirdamadi and Tomas Suros

     

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  • Elder Care Planning

    When Does Incapacity Limit Your Clients’ Rights

    $25.00 $0.00

    Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.
    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)
    Presented by Dr. Diane Darby Beach and Scott Stewart

     

    *SCROLL DOWN FOR FREE RECORDING*

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  • Business Owners & Planning

    The Founders Group – Business Transition Planning Services

    $25.00

    100% of Businesses will transition.  The  questions are how, and when, and why.  What we would like to do is give the Business Owner  control over that transition.  What you will find out here is that it is not necessarily about the transition, but the Process that will allow the Business Owner to gain the control.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman and Jeffrey Kates

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  • Tax Planning

    Trump’s Tax Reform – Where Are We Now?

    $25.00 $0.00

    Are you prepared to take advantage of Trump’s tax reform plan?  At this session, we will discuss tax reforms that will have taken place already under the new administration as well as changes that we are still expecting to occur.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Laura Stees

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  • Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices

    $25.00

    Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up.  How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope?  Lost opportunity is loss of pure profit.  Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)
    Presented by Myke Edelman & Shelley Lightfoot

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  • Elder Care Planning

    The Case for Baby Boomer Clients in Your Practice

    $25.00

    As society ages the need for services by this demographic are going to increase.  This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits – which can drastically enhance your revenue and practice stability, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55.  Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by Scott Stewart and Brooke Jensen

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  • How Charitable Strategies Enhance Estates – 2017

    $25.00

    Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.

    (Purchase of this product will include an Video recording and a PDF copy of the presentation.)

    Presented by  John L. Jenkins, AEP, EA, CFP®

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  • Financial Planning

    I Told You That I Loved You 20 Years Ago – If That Changes, I’ll Let You Know

    $25.00

    What should you do – what can you do with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.
    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
    Presented by R.J. Kelly and Addie Murdock

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  • The Gathering 2017 – The Complete Package

    $300.00

    The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Business Owners & Planning

    Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives

    $25.00

    As advisors, we are well aware of the importance of buy/sell agreements for our business owner clients when it comes to issues such as developing the foundation of a successful partnership, controlling ownership of their companies, or preparing for business transitions amongst shareholders, members and employees.  From their own personal lessons and experience, Melisa and Alex will dissect the most important technical components of the agreement that effect the business valuation – and share how top business attorneys negotiate to get the best results for their clients.   Learn how to make sure you and your clients avoid common pitfalls.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman and Alex Matuk

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  • Business Owners & Planning

    Understanding Exit Options:  What Advisors Need to Know to Help Clients Make Sound Transition Decisions

    $25.00

    There are seven ways to exit a privately-held business and keep it private.  This session covers the pros and cons of each and makes a business case for an Advisory approach that embraces “hybrid” transition strategies.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Sean Hutchinson

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  • Retirement Planning

    When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”

    $25.00

    What should you do – and what can you do – with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by R.J. Kelly and Addie Murdock

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  • Elder Care Planning

    Reporting Elder Abuse: Should I? Must I? Or Must I Not?

    $25.00

    Different states and federal authorities impose either requirements or best practices regarding reporting of suspected elder abuse, physical and financial, on professionals.  These are especially prevalent in the health care and financial fields.  However, there is a tension between one’s duty to report suspected fraud, fraudulent activity, and undue influence, and one’s duty to maintain the privacy and confidentiality of client and customer information.  Sheila and Peter will canvas the relevant authorities and discuss ways for professionals and their agents to maintain compliance with the reporting obligations while still preserving the confidences of customer and client information.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Peter Myers and Sheila K. Robello

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  • Estate Planning

    The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”

    $25.00

    So now we know, all of the planning that we have done for our favorite clients needs to be reviewed and most will need to be re-done.  As CPAs, Financial Advisors, Attorneys, and other Wealth Planners, we have the duty and privilege to contact potential and current clients regarding those plans that include the alphabet soup of: AB, ABC, ILIT, IDIT, IDGT, QPRT, FLP, and the balance of the list.  Bill and Jessica will provide technical knowledge, practical tips, forms, and letters to use in your practice.  These next two years may well be the best years of your practice.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by William Conway 

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  • Business Owners & Planning

    Family Businesses: Recognizing the Areas of Conflict at the Intersection of Family, Ownership, and Management

    $25.00

    A truly sustainable system allows the boundaries among family, ownership, and business management to flex, bend, and absorb the occasional shocks. A sustainable system that contains dynamic and elastic boundaries is both healthy and essential. During this presentation, participants explore:

    • The most common conflicts encountered in family businesses
    • The best practices in resolving conflicts in the moment
    • The enduring approaches that allow a family system to flourish and remain flexible in the midst of stress and change

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Emily Bouchard

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  • Related Industry and Topics

    The Bespoke Protector: Tailoring Third Party Powers to a Strategy’s Demands

    $25.00

    The use of trust advisors and protectors in domestic trusts has increased dramatically in recent years. The popularity of trust advisors and protectors is reflected in the growing body of statutory recognition, extending beyond directed trust statutes to other states as the Uniform Trust Code spreads. Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust advisors and protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. In this session we Matt will examine the law and develop a framework for practicing with trust advisors and protectors in new and more sophisticated ways.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Matt McClintock

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  • Estate Planning

    Dissecting Exit Planning & the Value Acceleration Methodology – And How to Use Them to Enhance Your Practice and Reach Your Clients

    $25.00

    The advisors in the future will be more than a specialist.  Exit planning is a growing need and advisors have an opportunity to understand their role in the exit planning ecosystem and position themselves for more visibility (both to clients and referral sources) and as a true provider of solutions.  Join Scott as he overviews the market statistics from the State of Owner Readiness Survey, dissects the exit planning and value acceleration process, showcases models that can be used to educate owner and advisor groups, gives real-world examples in an Aspire Management Case Study, and provides actionable takeaways that you can use immediately in your business development strategy.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Snider

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  • Cloud Based Software – Everything You Always Needed and Wanted

    $25.00

    Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff.  Join our friends Ali and Tomas to make sense of the decision you have to make.  NOTE:  We moved from Time Matters!

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Ali Mirdamadi and Tomas Suros

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