Showing all 13 results
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Long Term Care – Where We’ve Been, Where We Are, and Where We’re Going
$25.00Trey 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 & Teri A. Olsen, President, LTC Expert
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Engaging Clients with Real Estate – One Man’s Trouble is Another Man’s Opportunity
$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 of 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 & Freddy Garmo, Esq.
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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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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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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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Delivering Vision – Engage Your Business Owner Clients
$25.00Peter 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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The Best of Times – Worst of Times
$25.00Large 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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Political Showdown on Taxes
$25.00Join 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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Heritage Planning
$25.00John 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?
$25.00When 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’
