Prefunding Your Final Expense Planning
February 21, 2018
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
March 12, 2018
Immigration for Business Owners, Real Estate Owners, and Family Members
$25.00
Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes-complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes-complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
Related products
-
Add to cart
Delivering Vision
$25.00Peter will provide you with the tools to partner with your business owner clients and guide them through a process that identifies their vision and goals; determines the current value of their business now versus where they want it to be; and develops a gap or surplus plan to increase income or take chips off the table. Help your business owners achieve their vision and get where they want it to be upon retirement.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Delivering Vision’
-
Add to cart
A New Way to Attract Business Owners
$25.00The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Paul and Shelley will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy. Consider your practice and consider a new way to attract business owners.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive DirectorClick play to watch a short video about ‘A New Way to Attract Business Owners’
-
Add to cart
The 5 Most Common Wealth Destroying Mistakes – Thursday Insights Presentation
$25.00Business owners are overwhelmed trying to increase their revenue 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 five most common personal wealth destroying mistakes business owners make every day at the company level and how you can introduce a process to deliver the solutions they need to implement now.
(Purchase of this product will include only a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common Wealth Destroying Mistakes’
