Showing 169–192 of 251 results
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WealthCounsel
$25.00WealthCounsel has helped thousands of members build rewarding practices for more than 15 years.
Join Matt to learn how WealthCounsel continues to move forward to equip your practice to thrive and
serve clients with compelling services in a post-ATRA world.(Purchase of this product will include an Audio recording of the presentation. Presentation made
using proprietary software and no Power Point was used.)Presented by Matt McClintock
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Welcome to America – Can You Spare a Buck For the Government?
$25.00When assisting foreign nationals with investing in the U.S., one of the most important discussions will inevitably be the one about taxes. Whether a client or his/her business will be exposed to U.S. taxation and to what extent will depend on the residence of the client. The client might be subject to U.S. taxation on his/her worldwide income – or he/she may be subject to income tax only with respect to “U.S. source income” and income that is “effectively connected” with a U.S. trade or business. The session will highlight some of the areas of U.S. taxation to consider when planning for your inbound investor clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. & Steven Garmo, Esq.
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Expectation Marketing
$25.00Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. But the two most common questions are “What do I say?” and “How do I say it?” – join Shelley and Joe as they discuss what’s really important and how you can deliver a consistent and effective message during all those conversations and presentations to lead to larger engagements with your favorite type of clients.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director and Joseph J. Strazzeri, Esq.
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1031 Tax-Deferred Exchange Refresher Digital
$25.00As the real estate market picks up, 1031 tax-deferred exchanges are making a come-back–make sure you are up-to-date. Kelly will briefly review the basics of forward and reverse exchanges and provide you with an update on recent changes in the tax law. She will also discuss the benefits of exchanges of non-real estate assets.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kelly Pearl, CES
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Helping Clients Navigate the San Diego Real Estate Market
$25.00From record highs to frightening lows, our local real estate market has experienced extremes over the past decade. Now, more than ever, clients are looking for credible advice in one of two areas – how do they exit over-leveraged, underwater residential real estate? Or, how might they take advantage of potential opportunities? This session will be an active discussion on strategies for exit as well as for investment. We’ll also discuss how you can position yourself to help clients that are seeking advice.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford
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The Three Doors of Estate Planning
$25.00This workshop will explore the 3 doors of 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
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Tax-Advantage Opportunities for Business Owners
$25.00Traditionally, companies chose between implementing either a Defined Contribution Plan, such as a 401(k)/profit sharing plan, or a Defined Benefit Plan. Each type of plan has benefits and limitations. Bill will discuss the benefits and features of Defined Benefit Plans and the opportunity that recent tax law changes present. These rule changes have fostered the resurgence of qualified retirement plans, especially for partners/owners looking for larger tax deductions and asset protection.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by William Fortner
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Introducing Collaborative Partners & Understanding Their Revenue
$25.00Why is it that some referral sources introduce clients that are excited about your advice and become your perfect client; while other referral sources seem to produce inquisitive potential clients that are at best luke warm? Through facilitation, in inter-disciplinary groups, review processes that have proven results and create your own process to implement with your referral sources and team.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director
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Building a More Modern Portfolio
$25.00Financial market risks are currently high for both equity and fixed income investments. One tried and true method for managing these risks is diversification. However, markets have become increasingly correlated, reducing the benefits of diversification achieved through allocations to traditional stocks and bonds alone. Alternative investments have been in high demand as advisors and investors look for portfolio diversifiers to help smooth portfolio volatility, especially during times of crises. Jason and Maureen will discuss the importance of liquid, transparent, exchange traded alternatives.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Presented by Jason D. Griffith, Vice President Institutional Sales and Maureen Verduyn, CFP®, MEd
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Rising Above The Numbers/Technical – Real Planning Done Right
$25.00Join Scott and Marty to review a case study from a funding and outcome perspective. See how the correct tax answer may have underserved the client’s desires and how Scott’s process attracted and bonded the client to the “solution” and his practice. Focus on and protect the most important values and objectives of the client while still serving the tax, numbers, and technical factors – a practical discussion to apply in your business.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Scott Noble, CPA, PFS & Marty Burbank, Esq.
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What Rich People Really Want
$25.00Do you really know what your affluent clients want? They may communicate to you what they think they “need,” but many times advisors miss the true intended “want” and end up providing complex solutions versus simplistic resolutions. Join Jeffrey and Lynsey as they help us explore the high-net-worth client environment – wealth transfers, intra-family discussions, realistic and potential tragedies, client education, communication, and understanding, as well as how you can conceivably become the central resource for the entire family.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by <em>Jeffrey Dunham, CEO and Founder & Lynsey Richardson, Private Client Analyst</em>
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The Four Keys To Marketing Your Practice
$25.00This presentation will share what Mark Merenda has learned in 18 years of marketing professional services. It will discuss branding and image; building a professional referral network; marketing directly to the consumer; and using the Internet to attract your ideal clients.
(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 ‘The Four Keys To Marketing Your Practice’
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Your Client’s Employee Benefits Package
$25.00Share with your clients how to integrate the multiple facets of an employee benefits package including: Qualified Plan Regulations and Fiduciary Liability; Defined Benefit Plan Rescue; SEP IRA vs. Simple IRA vs. 401(k); Bundled vs. Unbundled Service Providers; Group Health; Payroll; and other components of Corporate Wellness. Maureen and Nick will review how practitioners can understand and communicate the associated pros and cons to help business owners move forward in this confusing environment.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP®, EA, M.Ed. & Nick Gardner -
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The Valuation Enhancement Approach (Gathering 2013)
$25.00Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl and Joe will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler PhD, CBA, AVA & Joseph J. Strazzeri, Esq. -
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What’s New
$25.00Our ninth annual current developments program will focus on the new planning issues and opportunities that will impact our financial advisor, CPA, insurance professional, trust officer, and attorney practices. In a lively, highly interactive session we will share those things that are practical and relevant in 2013 and beyond that will bring real value to our clients as we learn together what’s new, what we didn’t know, and what has changed from what we thought we knew.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by David K. Cahoone, Esq.
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The Valuation Enhancement Approach
$25.00Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, PhD, ASA, CBA, CVA.
Click play to watch a short video about 'The Valuation Enhancement Approach'
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Begin With the End in Mind
$25.00From 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 which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Begin with the End in Mind?’
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The Large IRA
$25.00Do you know what kills more large IRA accounts than anything else? – Admiration. Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.
(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 ‘The Large IRA’
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7 Steps to Successful Business Exit Strategies
$25.00Every business owner needs to plan with the end in mind as to 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.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Alejandro Matuk, Esq.
Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’
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Engaging Clients with Real Estate at Thursday Insights
$25.00All 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
$25.00Wealthy 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?
$25.00We 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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Creating Enhanced Client Value
$25.00Help 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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Buy Sell Agreements
$25.00Greg 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’
