Showing 73–96 of 227 results

  • 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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  • Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?

    $25.00

    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.  Darin will explain how to use potential client conversion software while remaining profitable and professional.

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

    Presented by Darin Adams

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  • Social Media – “Smocial” Media

    $25.00

    So, you tried it yourself, you paid others, and you got even more frustrated – at best your increase in business has been inconsistent and you are thinking this is a waste of time!  Today, true message impact and the steps to get there will be unveiled. Join the party . . . and the future!

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

    Presented by Dean DeLisle

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  • Mistakes & Lessons – Marketing and Practice Management

    $25.00

    Join Shelley and friends as they share practical tools to launch your practice into the next generation with social media mastery, client conversion strategies and tracking, and your dream cloud software package.  Find out how to make it (and how not to) all flow and work together like a fine-tuned machine!

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

    Presented by Shelley Lightfoot

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  • Charitable Planning – Partnering with “Your” Charity

    $25.00

    Clients understand passion, intent, and transformational charitable giving. R..J. and Elise will review the technical options as well as the soft side that drives client satisfaction and implementation in the balance of your plan. Learn and understand the financial, tax, legal, and client impact of today’s charitable giving 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 Elise Webster.

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  • Financial Planning

    What Every Estate Planner Should Know About International Planning

    $25.00

    The U.S. is currently the “Switzerland” of years past, and more and more wealthy non-U.S. persons are investing in moving to the U.S. However, absent planning, these individuals will be unnecessarily subject to significant U.S. income and transfer tax. Jonathan will discuss the increasing importance of the rules surrounding typical international client scenarios, planning options, and traps for the unwary.

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

    Presented by Jonathan A. Mintz, Esq.

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  • Financial Planning

    Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies

    $25.00

    Discussion topics include: Fundamental changes to the Social Security system enacted by Congress in early 2016 and how to maximize lifetime benefits. Navigating the complex World of Social Security and the various questions you will face from clients on the earnings test, actuarial reduction, delayed retirement credits, full retirement age, primary insurance amount, survivor benefits, and income optimization.

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

    Presented by Daniel Morilak

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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, 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 a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business.  Exit planning is a customized process of setting goals and deciding how to best achieve them.  Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed:

    • Structuring your business to attract buyers
    • Selling your business to family members or key employees and still getting the cash you need
    • Decreasing the amount of time and risk it takes to get your money from a sale to key employees or family members
    • Selling to whom you want, when you want, and get the income you want
    • The Seven Steps to a Successful Exit

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

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  • Related Industry and Topics

    Depolarizing the Millennial Workplace

    $25.00

    What is your company doing to stay relevant, connect and drive engagement with the next generation?  Don’t be left behind.  Your company must understand the dramatic shift taking place in the workplace and the marketplace. Today, there are 2.4 billion millennials, they represent 36% of the workforce, control $660 billion in spending and will be 75% of your employees and customers by 2025. With valuable insights, extensive experience, and a great sense of humor, Dan delivers aha moments as he shares:

    • The key trends that define the millennial generation
    • 6 steps to bridge the generational gap between youth and experience
    • How to deliver value to connect with your customers and employees
    • How to stay relevant in today’s crazy, fast-changing world

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

    Presented by Dan Negroni, Founder and CEO of Launchbox

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  • Elder Care Planning

    Medi-Cal Assisted Living Waiver Program: Your Questions Answered

    $25.00

    Bill and Kathleen will provide insight into the history and future of the Medi-Cal Assisted Living waiver program and how it can help your clients.  They will explain the processes and procedures on how to qualify for the program from a client perspective as well as how to enroll as an approved facility providing services to Medi-Cal clients.  This dynamic duo has assisted more than 120 clients in getting enrolled in this program – for use in their long term care facilities as well as those clients still living at home by themselves. Other Medi-cal waiver programs will also be explored.
    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
    Presented by Bill Mathis and Kathleen Marek-King, RN

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  • Tax Planning

    Tax Planning Strategies Under the New Administration

    $25.00

    Now that a new president has been sworn in, it is highly likely that the tax law will receive a dramatic makeover.  Although it is tough to predict what the final revisions will look like this year, it’s clear that President-Elect Trump and the Republican Controlled Congress want to lower taxes.  Now is the perfect time to explore tax planning strategies that will align with the new administration.

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  • Estate Planning

    The Three Doors to Estate Planning

    $25.00

    This workshop will explore the 3 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.

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  • Elder Care Planning

    Beyond Resistance: Effective Strategies For Overcoming Resistance

    $25.00

    Working with older adults offers many benefits, but it can also involve challenges and frustrations such as: physical limitations, cognitive impairments, changes in environment, loss of independence, as well as many others. As professionals attempt to alleviate or reduce the challenges that affect older adults by suggesting changes and solutions, resistance to change is often exhibited. While this is a normal response – how we deal with and attempt to resolve this resistance is the key element. You will learn about the roots of resistance in the elderly population – why are they resistant, what causes resistance – and how to overcome it. By acknowledging and learning to understand the reasons behind resistance, we can learn effective strategies and techniques to help our patients/clients improve their quality of life and well-being.

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

    Presented by Amy Burfitt, Elder Care Consultant, LivHOME, Inc. and Shelley Lightfoot, Executive Director

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  • Business Owners & Planning

    Business Buy/Sell and Contingency Planning

    $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. Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
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  • Elder Care Planning

    Challenges Associated with End of Life

    $25.00

    Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.

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  • Asset Protection

    Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets

    $25.00

    This informative technical session will 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.

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  • Collaboration

    How to Build an Effective Multi-Disciplinary Team

    $25.00

    In our complex world of wealth, business, and tax planning, no one profession has all the answers. Successfully attracting and helping affluent families in today’s market requires a multi-disciplinary approach. However, developing a successful team is more challenging than it sounds. This presentation will provide an overview of half or full day programs where you will learn the 4 steps to creating an integrated collaborative team: 3 key concepts common to all successful teams, choosing a process, introducing each other, and ways to market together.

    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Shelley Lightfoot, Executive Director and Barry Waxler, The Founders Group

     

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  • Estate Planning

    Brain Injury and Special Needs Trusts

    $25.00

    Queen 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. Gain an understanding of several brain exercises, compensatory tools, resources, strategies, and approaches to strengthening client-vendor relationships that will help you connect better with clients and families dealing with TBI (Traumatic Brain Injury). Also learn 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.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by: Queen Mateo and Scott Stewart

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  • Estate Settlement

    How to Avoid Conflict Before Estate Settlement

    $25.00

    A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the 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 addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)

    Presented by Joe Strazzeri, Esq.

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed: Structuring your business to attract buyers: Selling your business to family members or key employees and still getting the cash you need; Decreasing the amount of time and risk it take to get your money from a scale to key employees or family members; Selling to whom you want, when you want, and get the income you want; The Seven Steps to a Successful Exit.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

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