Traditional Estate & Business Planning
August 25, 2015
Creating Enhanced Client Value
August 25, 2015
3 Doors to Estate Planning
$25.00
This workshop will explore the three doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out, the benefit to the IRS.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘3 Doors to Estate Planning’
This workshop will explore the three doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out, the benefit to the IRS.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘3 Doors to Estate Planning’
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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The Gathering 2018 – Private Fiduciaries and Trust Companies – What to Consider from a Client’s Point of View as well as the Advisor’s
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
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The Gathering 2018 – Give Your Clients “Command” of the Fiduciary Role with their own Private Trust Company
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
