Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets
November 4, 2016
Business Buy/Sell and Contingency Planning
February 3, 2017
Challenges Associated with End of Life
$25.00
Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.
Spend time with Jennifer and Dr. Bob as they share real life examples that will drive home the need and value of talking with your loved ones about your end of life wishes before a crisis hits. Using tools and strategies, you will learn to identify what wishes are important (physical, social, financial, legal, nutritional, environmental, etc.) and how to clearly and effectively express them to your loved ones – and help others do the same. Reduce your clients’ stress levels and increase their quality of life by helping them understand the resources and services available within the healthcare system as well as identify where the major gaps are and what you can do to be better prepared.
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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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Begin With the End in Mind
$25.00From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies)to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Begin with the End in Mind?’
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Dealing with Real Estate in a Contested Matter – Before and After Death
$25.00Join a long-time litigator and an experienced real estate attorney/broker/litigator to discuss the common (and more complex) issues property owners face during their lifetime, as well as the problems that occur after death, and how they can be avoided. Trust/probate litigation is now commonplace, and it almost always involves real property disputes. Explore how the way real estate is held and managed affects a person’s estate plan, and learn about the interplay between a trustee’s duties and the interests of the beneficiaries.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Freddy Garmo, Esq. and Alex Matuk, Esq.
