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  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

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

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  • The Gathering 2018 – Providing Wisdom, Leadership, and Planning in Tumultuous Times

    $25.00

    What a year it’s been since we were last together at the 2017 Laureate Gathering! Our 14th annual Current Developments Session will dig into to the planning opportunities and pitfalls created by the newly minted Tax Cuts and Jobs Act. We’ll focus on the most practical and relevant topics of conversation and planning opportunities for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Finally, we’ll examine how true collaboration among a team of advisors is even more important in the 2018 maelstrom to help our clients discover and implement a critical path to their Enlightened Dreams ™

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

    Presented by David K. Cahoone, Esq.

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

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  • Elder Care Planning

    Mental Health 101 – Special Needs Protection

    $25.00

    Anita and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Often the parents/caregivers/spouses worry about how their loved one will survive financially if something happens to them – because although their medical condition is chronic, it is not fatal. Learn what benefits are available and how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs. Also gain an understanding of the myriad of challenges, family impact, and options related to mental illness that will help you better connect with your clients and their families.

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

    Presented by Anita Fisher, NAMI SD and Scott Stewart, Esq.

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  • Don’t be Stuck in the “Wait and See” Trap!

    $25.00

    Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration.  Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.

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

    Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.

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