

$25.00
Celesd will have a conversation with you about the financial and emotional benefits of pre-arranging funeral and cemetery needs long before the need arises. What you learn in this course will position you to better help your clients understand the advantages of pre-planning and securing this final piece, and how it will positively impact their overall financial and family protection strategies. We will also discuss how to supplement your service offerings through professional collaboration.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Celesd. F. Willoughby, Advanced Planning Department Manager for Dignity Memorial
Celesd will have a conversation with you about the financial and emotional benefits of pre-arranging funeral and cemetery needs long before the need arises. What you learn in this course will position you to better help your clients understand the advantages of pre-planning and securing this final piece, and how it will positively impact their overall financial and family protection strategies. We will also discuss how to supplement your service offerings through professional collaboration.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Celesd. F. Willoughby, Advanced Planning Department Manager for Dignity Memorial
Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
Premier has unique practice area add-ons and a one of a kind support forum with live web based classes, training videos, best practice knowledge base and more. They are committed to use of technology to make you and your staff far more efficient and effective in all you do.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Tom Caffrey
Click play to watch a short video about ‘Monetizing Current/Future Business Owner and Advisor Relationships’
Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’