Laureate in Wealth Strategies Program November 2017
November 2, 2016
Challenges Associated with End of Life
November 14, 2016
Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets
$25.00
This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
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Under-Utilized Tools for Today’s Business Succession Planning Needs
$25.00Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.
(Purchase of this product will include an Audio recording and a PDF copy of this presentation.)
Presented by Greg Banner CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
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A Different Perspective on Preparing for your Day in Court
$25.00Traditional litigation is frustrating, time consuming, and expensive – and it is about more than “going to court.” Join Wendy and Alex as they discuss why understanding the people, process, relationships, personal history, assets, taxation and valuations are as important as the “facts and law.” Consider using an Estate Litigation process to help you and your clients understand the timeframe and likelihood of outcomes, and reduce stress while achieving resolution and closure.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.
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America’s New Gold Rush – Working with Affluent Foreign Nationals
$25.00Historically, America has been a land of opportunity attracting immigrants. Today, more than any other time, large numbers of affluent foreign nationals and then inbound money, are coming to America. These foreign nationals represent a little understood and vastly under-served client who is in need of new advisors. Ryan and Alex will explore and discuss the different paths to America, helping you identify new investment and advisor opportunities.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘America’s New Gold Rush – Working with Affluent Foreign Nationals’
