Showing all 11 results

  • Business Owners & Planning

    The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)

    $25.00

    Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking.  Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.

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

    Presented by Eve Nasby and Matt Brogdon, PRC

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  • Financial Planning

    Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance

    $25.00

    A case study of the use of third party financing to efficiently protect wealth into the second generation and beyond. Justin and Amanda will discuss structures that build-in safeguards to reduce some of the critical risks inherent in financing premiums.

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

    Presented by Justin Smith and Amanda Eldridge, CLU, ChFC

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  • Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?

    $25.00

    Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.

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

    Presented by Peter Myers, Esq. and Sean Kinney, Esq.

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  • Financial Planning

    Insurance Bootcamp Fast Start Workshop

    $25.00

    From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.

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

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

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  • Asset Protection

    Making Asset Protection Less Complicated and Better for the Client

    $25.00

    So, is asset protection a primary concern for today’s client – or is it just hype – or is it misunderstood? Join Jeff and Joe as they demystify understanding how to identify the appropriate clients, assets, and jurisdictions that keep the current advisors involved and more simply protect a client’s family and their assets. Review the four categories of choices in today’s onshore and offshore world.

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

    Presented by Jeff Burr, Esq. and Joseph Strazzeri, Esq.

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  • Tax Planning

    Tax Free Investing and Retirement

    $25.00

    Forget about NINGs – if you have clients who want to (1) eliminate state and federal income taxes on their investments, (2) invest in highly tax inefficient assets (think hedge funds, ordinary income producing assets), (3) protect their investments from creditors, and (4) have a source of income-tax free retirement income – we’ve got the solution for you – and it works in all 50 states.

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

    Presented by Scott Gunderson, J.D. and Greg Crawford, CFP

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  • Business Owners & Planning

    The Legacy Conversation: A Powerful Way to Deepen Your Connection to Clients and Prospects

    $25.00

    How do we as advisors have those important conversations with clients about how to pass their values on to their next generation in a business succession scenario. Values that are based in work ethic, family, philanthropy, and faith have had much to do with the success of the family business. A successful transfer can be all the more satisfying when those legacies are an intentional part of the succession plan. When you can initiate and lead that conversation, you will become a more valuable resource to your business owner clients. In this presentation, we will outline some strategies that will give you the confidence to lead your clients into this space and generate productive outcomes.

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

    Presented by Rick Abbondanza, Esq. and Stan Miller, Esq.

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  • Dealing with Real Estate in a Contested Matter – Before and After Death

    $25.00

    Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.

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

    Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.

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  • Elder Care Planning

    Planning for the 4th Quarter of Your Client’s Life

    $0.00

    Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th  Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.

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

    Presented by Valerie Peterson, JD and Scott Stewart, Esq.

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  • How to Turn Opportunity Into Revenue

    $25.00

    Spotting charitable giving opportunities in your client’s life is the first step to success in charitable estate planning. In this session we will be going over several places you can look for opportunities, the charitable tools to use and the potential revenue generated for the charitable estate planner.

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

    Presented by Randy Fox and Lee Hoffman

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  • The Big 10 Questions Every Client is Thinking About

    $25.00

    You’ve done your “targeted” marketing correctly and have the right person sitting in front of you, fully qualified…Now what? During the initial consultation you can easily, effortlessly and automatically build trust, establish credibility, exude confidence, and maintain control of the interview without being controlling. In this talk, Max and Shelley show us exactly how to anticipate these questions and clearly and succinctly articulate our answers, prompting potential clients not to say at the end of the initial interview, “This sounds good…Let me think about it.” but rather, “This sounds good…How do we get started?”

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

    Presented by Max Bolka and Shelley Lightfoot, Executive Director

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