Buy Sell Agreements
August 25, 2015
Engaging Clients with Real Estate at Thursday Insights
August 25, 2015
How Charitable Strategies Enhance Estates – 2013
$25.00
Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘How Charitable Strategies Enhance Estates’
Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘How Charitable Strategies Enhance Estates’
Related products
-
Add to cart
Philanthropic Planning in SD with Sharp HealthCare
$25.00During the last decade the Foundations of Sharp HealthCare, through helping advisors and their clients, have generated more than $160 million in philanthropy. For many years, Sharp has been the beneficiary of not only generous planned gifts from individuals and families, but also of the support, engagement, and advice of gift and estate planning professionals; notably through the Sharp Family of Advisors and its series of small group forums. Learn how to be part of the Sharp Family of Advisors, help your clients, and stay informed in the ever changing health care landscape.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Bill Littlejohn, CEO, Sharp HealthCare Foundation
Click play to watch a short video about ‘Philanthropic Planning in SD with Sharp HealthCare’
-
Add to cart
Shifting Focus to Grow Your Business
$25.00Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
-
Add to cart
How Charitable Strategies Enhance Estates – 2014
$25.00Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
