9 Ways out of Highly Appreciated Property
January 18, 2019
What’s Old is New Again – Insurance Planning Under the New Tax Law
May 6, 2019
Benefits of Planning – Understanding the Options You’re Entitled To
$25.00
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq.
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq.
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(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 Case for Baby Boomer Clients in Your Practice
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
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LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes
$25.00In today’s busy world of Social Selling, you need to make the most of the time you have online. Dean and Shelley will guide you through some amazing time-saving power moves. Learn a proven outcome-based system that allows you to dramatically increase referrals in less time. In fact, once you start the process you will literally get referrals while you sleep! Dean and Shelley will cover specific techniques to immediately use after leaving the class:
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