Trustee Training: Rights and Responsibilities – Sept 6
September 10, 2018
The Four Questions Every Business Owner Should Clearly Know the Answers To
October 5, 2018The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore
$25.00
Real estate can be one of the most effective investment vehicles out there when it comes to generating recurring, passive tax-favored cash flow along with the potential upside when property values increase. The largest institutional real estate companies have traditionally been all but inaccessible to retail clients and until recently, other than through REITs, the average investor had little chance of participating in these large commercial opportunities. That is now changing – fast forward to today, sponsors and syndications have changed dramatically. Join Maureen and John to understand how advisors can provide the same quality real estate investments to their retail clients that were previously accessible to only pensions and endowments.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP, EA, M.Ed. and John Grady, SVP, Cantor Fitzgerald
Real estate can be one of the most effective investment vehicles out there when it comes to generating recurring, passive tax-favored cash flow along with the potential upside when property values increase. The largest institutional real estate companies have traditionally been all but inaccessible to retail clients and until recently, other than through REITs, the average investor had little chance of participating in these large commercial opportunities. That is now changing – fast forward to today, sponsors and syndications have changed dramatically. Join Maureen and John to understand how advisors can provide the same quality real estate investments to their retail clients that were previously accessible to only pensions and endowments.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP, EA, M.Ed. and John Grady, SVP, Cantor Fitzgerald
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The Gathering 2018 – Give Your Clients “Command” of the Fiduciary Role with their own Private Trust Company
$25.00What is a Private Trust Company? How does it work? Planning Considerations: The Entole Solution: Governance, Processes, Legal Structures, and Technology
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Matthew Grupp, Esq. and Christian Grupp
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Your Client’s Employee Benefits Package
$25.00Share with your clients how to integrate the multiple facets of an employee benefits package including: Qualified Plan Regulations and Fiduciary Liability; Defined Benefit Plan Rescue; SEP IRA vs. Simple IRA vs. 401(k); Bundled vs. Unbundled Service Providers; Group Health; Payroll; and other components of Corporate Wellness. Maureen and Nick will review how practitioners can understand and communicate the associated pros and cons to help business owners move forward in this confusing environment.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP®, EA, M.Ed. & Nick Gardner -
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Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(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.
