Showing all 23 results

  • Business Owners & Planning

    Asset Protection: Castles, Moats, and Alligators

    $25.00

    This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session also will cover different asset protection planning levels, ranging from domestic to offshore planning.

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

    Presented by Greg Banner, CFP®, CLU®, CRTP and Alex Matuk, Esq.

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  • Business Owners & Planning

    Important Considerations In the Sale of Your Client’s Business

    $25.00

    As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business.  Exit planning is a customized process of setting goals and deciding how to best achieve them.  Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed:

    • Structuring your business to attract buyers
    • Selling your business to family members or key employees and still getting the cash you need
    • Decreasing the amount of time and risk it takes to get your money from a sale to key employees or family members
    • Selling to whom you want, when you want, and get the income you want
    • The Seven Steps to a Successful Exit

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

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  • Business Owners & Planning

    Business Buy/Sell and Contingency Planning

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including:  advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter. Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
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  • Elder Care Planning

    Challenges Associated with End of Life

    $25.00

    Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.

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  • Asset Protection

    Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets

    $25.00

    This informative technical session will 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.

    Add to cart
  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed: Structuring your business to attract buyers: Selling your business to family members or key employees and still getting the cash you need; Decreasing the amount of time and risk it take to get your money from a scale to key employees or family members; Selling to whom you want, when you want, and get the income you want; The Seven Steps to a Successful Exit.
    (Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

    Add to cart
  • Business Owners & Planning

    Business Buy-Sell Contingency Planning

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell  agreements including:  Advantages, disadvantages, the different types, funding alternatives,  valuation issues and common problems business owners encounter.  They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.

    Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
    • Develop a Contingency Plan
    • Implementation

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

    Add to cart
  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every  business  owner  needs  to  plan  with  the  end  in  mind  as  to  how  they  are  going  to  transition  out  of  their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP

    Add to cart
  • Business Owners & Planning

    Begin with the End in Mind – Do You Have the Right Entity Structure?

    $25.00

    From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies) to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

    Add to cart
  • Business Owners & Planning

    Under-Utilized Tools for Today’s Business Succession Planning Needs

    $25.00

    Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.

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

    Presented by Greg Banner CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

    Add to cart
  • Business Owners & Planning

    Be A Hero in the Sale of Your Client’s Business

    $25.00

    As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale to fit you client’s objectives, and methods to maximize after-tax cash.

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

    Presented by Channing Hamlet and Greg Banner, President

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  • California Forum for Accountants – Full 7-Part Series

    $175.00 $140.00

    This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an accountant’s point of view – and will provide relevant information to help you protect your clients, recognize reporting requirements, and provide opportunities to grow your practice.

    Proper Reporting May Prevent Estate Litigation
    Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.

    Secrets from the Board Room – Trusts & Public Mutual Funds
    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

    Evolving the Business – Yours and/or Your Clients’
    Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

    From their Perspective – How to be Relevant in “Google-land”
    Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Esq.

    Understanding the Reporting Requirements and Liabilities for Business Owners as Fiduciaries
    Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

    Life Insurance – Appropriate? Or Even Necessary?
    Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.

    Running Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    (Purchase of this product will include Audio recordings and PDF copies of the presentations.)

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  • California Forum for Attorneys – Full 6 Part Series

    $150.00 $120.00

    This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.

    (Purchase of this product will include Audio recordings and PDF copies of the presentations.)

    Understanding the Liabilities for Business Owners as Fiduciaries
    Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner

    Your Client Will Run Out of Money Without Proper Distribution Planning
    Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP

    Secrets from the Boardroom – Trusts & Public Mutual Funds
    Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst

    From Their Perspective – How to be Relevant in “Google-Land”
    Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director

    A Different Perspective on Preparing for Your Day in Court
    Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.

    Evolving the Business – Yours and/or Your Clients’
    Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.

    (Purchase of this product will include Audio recordings and PDF copies of the presentations.)

    Add to cart
  • Business Owners & Planning

    Buy-Sell Agreement and Contingency Planning

    $25.00 $0.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including:  advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

    Add to cart
  • Business Owners & Planning

    Begin With the End in Mind

    $25.00

    From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies)to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Begin with the End in Mind?’

    Add to cart
  • Business Owners & Planning

    7 Steps to Successful Business Exit Strategies

    $25.00

    Every business owner needs to plan with the end in mind as to how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.

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

    Presented by Greg Banner, CLU, CFP, CRTP and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’

    Add to cart
  • Business Owners & Planning

    Buy Sell Agreements

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: Advantages, disadvantages, the different types, funding alternatives, valuation issues and common problems business owners encounter.

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

    Presented by Gregory Banner, CFP, CLU and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Buy Sell Agreements’

    Add to cart
  • 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'

    Add to cart
  • 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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  • 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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  • 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

    Shifting Focus to Grow Your Business

    $25.00

    Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant

    Click play to watch a short video about ‘Shifting Focus to Grow Your Business’

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