$25.00
Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Trey Fairman, JD, LL.M. and Cindy Eisenhower
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Understand the advantages of Nevada Trust Companies as well as a way to bond with your clients in a very personal way by helping them pass on more than just money. Jeff and Lynsey share ideas to be a hero in front of your clients, tell the truth about “no load” mutual funds, pay fees only for results, and help those with piles of muni bonds avoid the train wreck.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analysis
Click play to watch a short video about ‘Secrets From The Boardroom – Trust & Public Mutual Funds’
Most people do not consider the importance of truly understanding your property and casualty insurance coverage. When it comes to protecting your client’s assets and providing a comprehensive financial plan, it is absolutely imperative to have a conversation about things like home extended liability, landlord liability, identity theft, water damage, and umbrella policies. Join Lauren and Mark as they share some simple tricks of the trade that can help you be the hero for your clients. Find out what that humongous contract we all sign really says (or doesn’t say).
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Lauren Bottger
Do you know what kills more large IRA accounts than anything else? Admiration! – Admiration kills large IRA accounts because the owner, and even the financial advisor who helped them grow the account, fail to plan for the ultimate income tax and potential estate taxes due on the balance. Instead, they get caught up in growing the account to the largest possible balance, admiring each statement and deriving great satisfaction from their savings and investment success. Come and learn how to leverage an IRA into a legacy asset that supports not only the owner and their spouse, but also several generations of beneficiaries.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by John Jenkins AEP, EA, CFP® and, Monica Szakos Cramer, Financial Advisor