Showing 193–216 of 245 results

  • 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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  • Business Owners & Planning

    Evolving the Business for Accountants – Yours and/or Your Clients’

    $25.00

    The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.

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

    Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.

    Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’

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  • Estate Settlement

    Proper Reporting May Prevent Estate Litigation

    $25.00

    Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”

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

    Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Proper Reporting May Prevent Estate Litigation’

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  • Business Owners & Planning

    Evolving the Business for Attorneys- You and/or Your Clients’

    $25.00

    The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.

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

    Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.

    Click play to watch a short video about ‘Evolving the Business – You and/or Your Clients’

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  • Estate Settlement

    A Different Perspective on Preparing for your Day in Court

    $25.00

    Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.

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

    Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.

    Click play to watch a short video about ‘A Different Perspective on Preparing For Your Day in Court’

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  • From Their Perspective – How to be Relevant in “Google-Land” for Attorneys

    $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 Shelley 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 a PDF copy of the presentation.)

    Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

    Click play to watch a short video about ‘From Their Perspective – How to Be Relevant in “Google-Land”‘

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  • Financial Planning

    Secrets From The Boardroom – Trusts & Public Mutual Funds for Attorneys

    $25.00

    Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.

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

    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis

    Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’

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  • Retirement Planning

    Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys

    $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 ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’

    Add to cart
  • Business Owners & Planning

    Understanding the Liabilities for Business Owners as Fiduciaries

    $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 the Liabilities for Business Owners as Fiduciaries’

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  • Marketing Lessons From The Movies

    $25.00

    This fascinating and funny session uses clips from the movies and television to illustrate crucial marketing lessons that you will never forget!

    (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 ‘Marketing Lessons From The Movies’

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  • Monetizing Current/Future Business Owner and Advisor Relationships

    $25.00

    “Partnering”, “fee sharing,” and the ubiquitous “networking” and “collaborating” are almost always more sizzle than steak terms. If you don’t abide by the mantra doing the same thing over and over again will produce different results; when you’re a carpenter with a hammer, everything looks like a nail; or wondering what anyone has done for you lately, SCI’s Thursday Insights and my goal is to challenge you to leverage your talents, what and who you know, and to give others what they want…. NOT what you think they need! While this session will not teach you to turn lead into gold, it will provide some rare, and some common sense, insights on how to better approach relationship.

    (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 ‘Monetizing Current/Future Business Owner and Advisor Relationships’

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  • Asset Protection

    Realities and Benefits of Using Alaska Trusts

    $25.00

    Most advisors and attorneys wonder “How do I play with that person?” and “Do I lose control?” Alaska trusts are not only an advantageous asset protection method, but also allow the local financial planner to manage the assets. Tax reporting allows use of trust ID or the individual’s SSN.

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

    Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M

    Click play to watch a short video about ‘Realities and Benefits of Using Alaska Trusts’

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