$25.00
Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’
This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.
Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'
With margins for these business owners having been so tight over the past few years, the increased cost of health care for their employees may cause many businesses to go into the red. Join the leadership team as they reveal the truths behind health care reform and how it affects the business owner that is your client. Come away with the language and tools to help your client see into the future, understand the real risks, and plan for the contingencies.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Sharp HealthCare Executive Leadership Team
Click play to watch a short video about ‘Business Owners with More Than 50 Employees’