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’
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
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(Purchase of this product will include a PDF copy of the presentation.)
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Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
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Charitable Planning – Partnering with “Your” Charity
$25.00Clients understand passion, intent, and transformational charitable giving. R..J. and Elise will review the technical options as well as the soft side that drives client satisfaction and implementation in the balance of your plan. Learn and understand the financial, tax, legal, and client impact of today’s charitable giving options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by R.J. Kelly and Elise Webster.
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