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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$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'Curiosity in Counseling'
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The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
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Four Keys to Marketing Your Practice
$25.00Over 18 years of helping attorneys get new clients, four key strategies have emerged as most effective. SmartMarketing president Mark Merenda shares the techniques you can use immediately to grow your revenue, increase your profit, and achieve your ideal practice.
(Purchase of this product will include an Audio recording, and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Four Keys to Marketing Your Practice’
