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