Honoring Life, Offering Hope. Music Therapy, Hospice, and Palliative Care – April – 2018
April 10, 2018
Life Insurance Policy Audits – Are you Liable?
April 23, 2018Why Most Estate Plans Fail – When the Diagnosis is Dementia
$25.00
Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death. These documents address the proverbial end as if it’s a light switch. Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.
(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 Steve Mancini, Esq.
Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death. These documents address the proverbial end as if it’s a light switch. Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.
(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 Steve Mancini, Esq.
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Client Facilitation
$75.00Working 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'
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Insurance Bootcamp Fast Start Workshop
$25.00From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
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Strazzeri Mancini, LLP
$25.00All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
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