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June 22, 2017
Mental Health 101 – Special Needs Protection
July 10, 2017
Important Considerations In the Sale of Your Client’s Business
$25.00
As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director
As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director
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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 ‘Shifting Focus to Grow Your Business’
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Supporting Family Offices, Trust Companies, and Fiduciaries
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• Protect the other collaborative advisors’ work product as attorney client privileged;
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Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’
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Understanding the Liabilities for Business Owners as Fiduciaries
$25.00The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’
