Insurance Bootcamp Fast Start Workshop
August 1, 2016Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance
August 1, 2016
Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?
$25.00
Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Peter Myers, Esq. and Sean Kinney, Esq.
Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Peter Myers, Esq. and Sean Kinney, Esq.
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The Power of Parables
$75.00A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(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 'The Power of Parables'
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Dunham Trust Company
$25.00In our estate and business planning practices, our clients often consider a corporate trustee to act and help as a current or successor trustee to their estate plan and/or asset protection plan. Join Jeffrey to more thoroughly understand the world of corporate fiduciaries and the compensation element to those fiduciaries and possibly the referring attorney.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham
Click play to watch a short video about ‘Secrets from the BoardRoom – Trusts & Public Mutual Funds for Accountants’
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How Charitable Strategies Enhance Estates – 2017
$25.00Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
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