Making Asset Protection Less Complicated and Better for the Client
August 1, 2016
Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?
August 1, 2016
Insurance Bootcamp Fast Start Workshop
$25.00
From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
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Changing the Dialogue
$25.00Collaboration – often talked about, seldom done well, and mostly boring. Join Joe and Steve in an interactive dialogue as they review how to change the client/advisor conversation; reinforce yourself as a consultant instead of just another sales person; and bring various parties together focusing on clients’ priorities. Increase the probability of a client engagement through financial/legal strategies as well as choosing from client advising, engagement, or partnering practice models.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Changing the Dialogue’
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Trustee Training: Rights and Responsibilities
$25.00A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Stephen Mancini, Esq. and Brooke Jensen, Esq.
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Advisor in Wealth Strategies Program Deposit – May 2018
$450.00Place Your $450 Deposit – Reserve Your Seat for our
Advisor in Wealth Strategies (AWS) May 2018
Increase Your Technical Knowledge
The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:
- The difference and intricacies between wealth strategies advice and engagement;
- Product and strategy marketing;
- Practice management processes; and
- Technical knowledge.
AWS serves as a pre-requisite for the LWS Program.
$4,500 Participation Fee
Program Dates: Tuesday, May 1 – Saturday, May 5, 2018
Application completion is required before attending first session.
