Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
July 20, 2016
Wealthy Clients and Their Children Get in Trouble Too
July 20, 2016
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
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
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Wealthy Clients and Their Children Get in Trouble Too
$25.00What do we do when we get the call from our client asking for help due to a criminal or drug matter? Many practitioners are the go to quarterback for their clients and need to have both an overall understanding of these areas and a way to access resources quickly. Richard will expose the legal system and underlying process in helping clients when confronted with these life changing events and the bridge to how counseling may help not only the legal outcome but also the health of the individual and family. That will cross-over into Alisha’s concentration in the mental and physical health of those families confronted with addiction.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Richard Katzman, Esq.
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Business Owners with More Than 50 Employees
$25.00With margins for these business owners having been so tight over the past few years, the increased cost of health care for their employees may cause many businesses to go into the red. Join the leadership team as they reveal the truths behind health care reform and how it affects the business owner that is your client. Come away with the language and tools to help your client see into the future, understand the real risks, and plan for the contingencies.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Sharp HealthCare Executive Leadership Team
Click play to watch a short video about ‘Business Owners with More Than 50 Employees’
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Trusts and Homeowners Insurance – Avoid the Train Wreck
$25.00Financial planning can create large assets that, if insured improperly, may not last long… “We placed the client’s home in a trust, but did we make sure the insurance company reflected that change or actually had the capacity to do so? Most insurance companies are the same, right? A caretaker moved in to take care of our client’s mother, but what happens if they get hurt on the job? We’re fully covered, right?” Joe and Mindy will answer these questions and fill you in on other common mistakes that occur when financial changes are made, but not reviewed with the “other” insurance broker. We will provide Property & Casualty Insurance Review basics with enough knowledge to be dangerous.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Deutsch and Mindy Cagan-Joslin
