$25.00 $0.00
The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do. For many, they tack on exit planning services to their existing firm and product. For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.
This is no small feat. It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that. And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.
(Purchase of this product will include a Video recording of the presentation.)
Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director
The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do. For many, they tack on exit planning services to their existing firm and product. For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.
This is no small feat. It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that. And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.
(Purchase of this product will include a Video recording of the presentation.)
Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director
A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Stephen Mancini, Esq. and Brooke Jensen, Esq.
The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Improve Your Quiet Confidence
The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with. In this collaborative model, Laureates learn:
Program Dates: Tuesday, November 7 – Saturday, November 11, 2017
Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course