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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Are you Referable?
$25.00We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Shelley Lightfoot, Executive Director, and Steve Mancini, Esq.
Click play to watch a short video about ‘Are You Referable?’
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Laureate in Wealth Strategies Program November 2017
$4,500.00Improve 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:
- Wealth strategies client partnering; benefit and process marketing;
- Advanced case management – process and protocols; and
- Integrated wealth strategies case studies in review, design, implementation, and maintenance labs.
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
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Political Showdown on Taxes
$25.00Join Laura and Steve as they discuss the most current tax reform activity in Washington and how it will affect you and your clients’ income tax planning for 2013. Politicians have been busy in Washington with each party challenging the other to a showdown. No matter which way you voted, it is clear that the passage of any sort of tax reform is going to require hard work and compromise on both sides of the aisle – learn how to help your clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Laura Stees, CPA and Stephen J. Mancini, Esq
Click play to view a short video about ‘Political Showdown on Taxes’
