The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business
March 23, 2018The Gathering 2018 – Marital Deduction Planning in the Current Tax Environment
March 23, 2018The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families
$25.00
This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer
Click here to see the Gathering Agenda with the list of the presentations and presenters.
This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Related products
-
Add to cart
Family Businesses: Where Are you Going and How Will You Get There?
$25.00One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVAQ, SBA, CMEA and Jeffrey Kates
-
Add to cart
When Does Incapacity Limit Your Clients’ Rights
$0.00Join us for an informative discussion on how to protect your clients’ rights once they receive a diagnose of dementia. Dr. Diane and Scott will teach you when incapacity can limit your clients’ rights. You will have a better grasp on understanding the legal, ethical and treatment issues of dementia care.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Dr. Diane Darby Beach and Scott Stewart*SCROLL DOWN FOR FREE RECORDING*
-
Add to cart
The Gathering 2018 – The Complete Package
$300.00Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.
The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
