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  • The Gathering 2018 – Immigration for Business Owners, Real Estate Owners, and Family Members

    $25.00

    Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

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

    Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Estate Planning

    The Bucket Plan®

    $25.00

    The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
    Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving purpose.

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

    Presented by John L. Jenkins, AEP, EA, CFP®

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  • Estate Planning

    Heritage Planning – The Third Element to Multi-Generational Planning

    $25.00

    John  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

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