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The Gathering 2017 – The Complete Package
$300.00The 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.
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The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”
$25.00So now we know, all of the planning that we have done for our favorite clients needs to be reviewed and most will need to be re-done. As CPAs, Financial Advisors, Attorneys, and other Wealth Planners, we have the duty and privilege to contact potential and current clients regarding those plans that include the alphabet soup of: AB, ABC, ILIT, IDIT, IDGT, QPRT, FLP, and the balance of the list. Bill and Jessica will provide technical knowledge, practical tips, forms, and letters to use in your practice. These next two years may well be the best years of your practice.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by William Conway
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