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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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  • Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?

    $25.00

    Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.

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

    Presented by Peter Myers, Esq. and Sean Kinney, Esq.

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