PolicyLogix for Business Owners
July 25, 2016
Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!
July 29, 2016
Do We Really Need to Talk About It?
$25.00
It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears. It is no wonder we have a hard time reaching consensus, feeling heard, and taking action … In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS
It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears. It is no wonder we have a hard time reaching consensus, feeling heard, and taking action … In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about ‘3 Doors to Estate Planning’
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
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(Purchase of this product will include a PDF copy of the presentation.)
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