The Big 10 Questions Every Client is Thinking About
August 1, 2016
Planning for the 4th Quarter of Your Client’s Life
August 1, 2016
How to Turn Opportunity Into Revenue
$25.00
Spotting charitable giving opportunities in your client’s life is the first step to success in charitable estate planning. In this session we will be going over several places you can look for opportunities, the charitable tools to use and the potential revenue generated for the charitable estate planner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Randy Fox and Lee Hoffman
Spotting charitable giving opportunities in your client’s life is the first step to success in charitable estate planning. In this session we will be going over several places you can look for opportunities, the charitable tools to use and the potential revenue generated for the charitable estate planner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Randy Fox and Lee Hoffman
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Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?
$25.00Peter and Sean will discuss creative and unique structures for setting up philanthropic initiatives – how some will synthesize charitable trusts but avoid the pitfalls and problems of UBTI, self-dealing, and private inurement restrictions.
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Do We Really Need to Talk About It?
$25.00It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears. It is no wonder we have a hard time reaching consensus, feeling heard, and taking action … In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS
