

$25.00
When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option. Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them. Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Lisa Tyburski and Scott Tarde, Glenner Center
When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option. Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them. Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented Scott Tarde, Glenner Center
Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.
(Purchase of this product will include a Video recording, an Audio recording and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini.
Click play to watch a short video about 'Client Facilitation'