Showing all 5 results

  • Financial Planning

    I Told You That I Loved You 20 Years Ago – If That Changes, I’ll Let You Know

    $25.00

    What should you do – what can you do with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.
    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
    Presented by R.J. Kelly and Addie Murdock

    Add to cart

  • The Gathering 2017 – The Complete Package

    $300.00

    The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.

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

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

    Add to cart
  • Retirement Planning

    When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”

    $25.00

    What should you do – and what can you do – with existing life insurance buried in ILITs, Buy/Sell agreements, and other wealth transfer entities in the new tax world?  Learn from case studies and review the true numeric comparisons considering taxation, growth, and cash flows to help clients and their advisors understand their options.

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

    Presented by R.J. Kelly and Addie Murdock

    PREVIEW:

     

     

    Add to cart

  • Charitable Planning – Partnering with “Your” Charity

    $25.00

    Clients understand passion, intent, and transformational charitable giving. R..J. and Elise will review the technical options as well as the soft side that drives client satisfaction and implementation in the balance of your plan. Learn and understand the financial, tax, legal, and client impact of today’s charitable giving options.

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

    Presented by R.J. Kelly and Elise Webster.

    PREVIEW:

     

     

    Add to cart

  • Do We Really Need to Talk About It?

    $25.00

    It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears.  It is no wonder we have a hard time reaching consensus, feeling heard, and taking action …  In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.

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

    Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS

    Add to cart