Showing 193–216 of 263 results

  • Engaging Clients with Real Estate at Thursday Insights

    $25.00

    All of our clients own real estate – from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search for wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.

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

    Presented by Ryan Ponsford and Freddy Garmo, Esq.

    Click play to watch a short video about ‘Engaging Clients with Real Estate’

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  • How Charitable Strategies Enhance Estates – 2013

    $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 Audio recording and a PDF copy of the presentation.)

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

    Click play to watch a short video about ‘How Charitable Strategies Enhance Estates’

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  • Are you Referable?

    $25.00

    We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.

    (Purchase of this product will include an Audio recording of the presentation.)

    Presented by Shelley Lightfoot, Executive Director, and Steve Mancini, Esq.

    Click play to watch a short video about ‘Are You Referable?’

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  • Business Owners & Planning

    Creating Enhanced Client Value

    $25.00

    Help Entrepreneur Families identify risk concentration and build value in their holdings. Review and learn how to capitalize on the unique differences among building value and cash flow for both the client and your own business. This presentation has two components: (A) What entrepreneurial and UHNW families have stated they want from their advisors and how delivering it increases client retention and billings opportunities. This will address everything from virtual family offices to quarterbacking partial and full liquidity options and (2) How practitioners who assist clients in identifying and reducing risks create increased valuation multiples. This will discuss due diligence from the legal, tax, strategic, and financial buyer perspective. Carl will share how to fill knowledge gaps and true client issues through intake, research, analysis, and perspective that goes well beyond basic planning.

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

    Presented by Carl Sheeler, Phd, CBA, AVA

    Click play to watch a short video about ‘Creating Enhanced Client Value’

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  • Business Owners & Planning

    Buy Sell Agreements

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: Advantages, disadvantages, the different types, funding alternatives, valuation issues and common problems business owners encounter.

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

    Presented by Gregory Banner, CFP, CLU and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Buy Sell Agreements’

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  • Elder Care Planning

    Long Term Care Insurance

    $25.00

    Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning – it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.

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

    Presented by Trey Fairman, J.D., LL.M and Teri A. Olsen, President, LTC Experts

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  • Estate Planning

    3 Doors to Estate Planning

    $25.00

    This workshop will explore the three doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out, the benefit to the IRS.

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

    Presented by John Jenkins, AEP, EA, CFP

    Click play to watch a short video about ‘3 Doors to Estate Planning’

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  • Collaboration

    Traditional Estate & Business Planning

    $25.00

    By combining your client’s legal, financial, tax, philanthropic, and business matters into a unified plan, you can:

    – Increase your client’s control over his or her affairs;
    – Assure the continuance of your client’s lifestyle and the protection of your client’s assets;
    – Enable your client to pass his or her values and work ethic to his or her heirs;
    – Substantially reduce excise, gift, estate, income, and generation-skipping taxes;
    – Manage the value of your client’s business interests; and
    – Keep your client’s affairs free from publicity and the costs and delay of probate.

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

    Presented by Joe Strazzeri, Esq. and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Traditional Estate & Business Planning’

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  • Business Owners & Planning

    Delivering Vision

    $25.00

    Peter will provide you with the tools to partner with your business owner clients and guide them through a process that identifies their vision and goals; determines the current value of their business now versus where they want it to be; and develops a gap or surplus plan to increase income or take chips off the table. Help your business owners achieve their vision and get where they want it to be upon retirement.

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

    Presented by Peter Sieffert, Business Consultant

    Click play to watch a short video about ‘Delivering Vision’

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  • Retirement Planning

    Income for Life Model: NextPhase, Retirement Income Distribution Solutions

    $25.00

    The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. The Income for Life Model® provides a sound foundation for creating that income.

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

    Presented by John Jenkins, AEP, EA, CFP

    Click play to watch a short video about ‘Income for Life Model…’

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  • Retirement Planning

    Social Security: Your Questions Answered

    $25.00

    Ryan 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 take Social Security? What are survivor and spousal benefits and who is eligible? What are the Windfall Elimination Period and the Government Pension Offset? How do I coordinate Social Security with my other retirement benefits (pension, qualified plan, etc)? Learn how to answer these questions for your clients and yourself.

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

    Presented by Ryan Hyslop, AAMS

    Click play to watch a short video about ‘Social Security: Your Questions Answered’

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  • Estate Settlement

    Trustee Training – Rights and Responsibilities

    $25.00

    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 responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.

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

    Presented by Kimberly Vawter, Esq. and Stephanie Downer, Esq.

    Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’

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  • Business Owners & Planning

    How to Protect Your Business Owner Clients’ Most Valuable Assets

    $25.00

    This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.

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

    Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.

    Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'

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  • Business Owners & Planning

    Supporting Family Offices, Trust Companies, and Fiduciaries

    $25.00

    “Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
    • Protect the other collaborative advisors’ work product as attorney client privileged;
    • Create an open exchange of information among the family and all advisors; and
    • Compensate the collaborative advisors from the over-all “Family Partnering” fee.

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

    Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA

    Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’

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  • Business Owners & Planning

    The 5 Most Common Wealth Destroying Mistakes – Thursday Insights Presentation

    $25.00

    Business owners are overwhelmed trying to increase their revenue and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the five most common personal wealth destroying mistakes business owners make every day at the company level and how you can introduce a process to deliver the solutions they need to implement now.

    (Purchase of this product will include only a PDF copy of the presentation.)

    Presented by Mike Rodman, CFP

    Click play to watch a short video about ‘The 5 Most Common Wealth Destroying Mistakes’

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  • Delivering Vision – Engage Your Business Owner Clients

    $25.00

    Peter and Greg will provide you with the tools to partner with your business owner clients and guide them through a process that identifies their vision and goals; determines the current value of their business now versus where they want it to be; and develops a gap or surplus plan to increase income or take chips off the table. Help your business owners achieve their vision and get where they want to be upon retirement.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Peter Sieffert, Business Consultant

    Click play to view a short video about ‘Delivering Vision – Engage Your Business Owner Clients’

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  • Collaboration

    The Best of Times – Worst of Times

    $25.00

    Large Broker Dealers and Banks want assets under management and do “Planning” for free. Financial, accounting, and law firms are struggling through being squeezed on fees, losing their clients to software and larger more visible firms, all while facing increasing liability and regulatory complexity. Join the silverbacks, Simon and Alex, as they review just why everyone is looking for new clients and higher margins and how data mining software and collaboration are the keys to unlock opportunities in 2013. Why struggle when the answer is in front of us? The combination of data mining software; practical marketing implementation; as well as who to call and collaborate with are the keys – revisit, attract, and engage your favorite clients this year.

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

    Presented by Simon Singer, CFP®, RFC® and Alejandro Matuk, Esq.

    Click play to view a short video about ‘The Best of Time – Worst of Times’

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  • Tax Planning

    Political Showdown on Taxes

    $25.00

    Join Laura and Steve as they discuss the most current tax reform activity in Washington and how it will affect you and your clients’ income tax planning for 2013. Politicians have been busy in Washington with each party challenging the other to a showdown. No matter which way you voted, it is clear that the passage of any sort of tax reform is going to require hard work and compromise on both sides of the aisle – learn how to help your clients.

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

    Presented by Laura Stees, CPA and Stephen J. Mancini, Esq

    Click play to view a short video about ‘Political Showdown on Taxes’

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  • Estate Planning

    Heritage Planning

    $25.00

    John and Bill 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” to future generations. Heritage Planning allows them to pass “who they are” to future generations. Heritage Planning does not compete with Estate and Financial Planning – rather, it is the next element needed to prepare the family and get them working together to stay together for multiple generations.

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

    Presented by John L. Jenkins, AEP®, EA, CFP®, Heritage Planner, & Bill Super, CPA

    Click play to view a short video about ‘Heritage Planning’

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  • Are You A Mac or PC?

    $25.00

    When it comes to pricing, Apple and PC manufacturers adopted opposite pricing strategies. PCs won 90 percent of the market. But Apple is the most valuable company in the world. Who won? This presentation explores the psychology of pricing, what constitutes value, and why you may be drastically underpricing your services.

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

    Presented by Mark Merenda

    Click play to watch a short video about ‘Are You A MAC or a PC’

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  • Retirement Planning

    Running Out of Money Without Proper Distribution Planning

    $25.00

    John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.

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

    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    Click play to watch a short video about ‘Running Out of Money…’

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  • Financial Planning

    Life Insurance – Appropriate? Or Even Necessary?

    $25.00

    Life insurance is often intended to fulfill a valid need in your client’s estate plan, but is the policy sold always appropriate, or even necessary? In today’s changed world of taxation, client bias, and fiduciary responsibilities, Trey and Steve share a refreshing approach to illustrating the varied considerations for life insurance as well as how to more thoroughly assist your clients in their insurance planning choices.

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

    Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

    Click play to watch a short video about ‘Life Insurance – Appropriate? or Even Necessary?’

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  • Business Owners & Planning

    Understanding the Reporting Requirements and Liabilities for Business Owners

    $25.00

    The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.

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

    Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

    Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’

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  • From Their Perspective – How to be Relevant in Google-Land for Accountants

    $25.00

    Clients and their advisors in today’s world “meet us before they meet us” – and what we mail to them is not as important as what they see and hear on their home computers. Join Rob and Pablo as they give you an overview of the various Internet tools and social media that you’ve heard about, as well as advanced ideas that you may not have heard about. Discover ways to compel your prospective clients to completely engage you, your team, and your process.

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

    Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Attorney

    Click play to watch a short video about ‘From Their Perspective – How to be Relevant in Google-Land’

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