$99.00
The Los Angeles Chapter of the Exit Planning Institute (EPI) is hosting the Business Owner’s Forum 2018.
Click Here for more details, list of topics, and presenters.
Hosted by the Greater Los Angeles Exit Planning Institute and the City of Commerce. Contact Melisa Silverman at (818) 758-8457.
The Los Angeles Chapter of the Exit Planning Institute (EPI) is hosting the Business Owner’s Forum 2018.
Click Here for more details, list of topics, and presenters.
Hosted by the Greater Los Angeles Exit Planning Institute and the City of Commerce. Contact Melisa Silverman at (818) 758-8457.
All of our practices have the core area that we are comfortable in and has served our clients well. In today’s market the questions that face us are: Do I continue to serve this market?; If I continue to service this market, should I add another?; Am I qualified, or how do I become qualified in another area?; and What should that other area be? If you are considering planning for those 200,000 (or 2,000,000) families in America, the compensation that accompanies it, and the maintenance programs for sustaining a practice, then review with Joe how the Laureate Program can help.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri, Stephen Mancini
Click play to watch a short video about ‘Continuous Training and Insight to Attract and Engage Wealthy Clients and the Advisors They Work With’
By combining your client’s legal, financial, tax, philanthropic, and business matters into a unified plan, you can:
– Increase your client’s control over his or her affairs;
– Assure the continuance of your client’s lifestyle and the protection of your client’s assets;
– Enable your client to pass his or her values and work ethic to his or her heirs;
– Substantially reduce excise, gift, estate, income, and generation-skipping taxes;
– Manage the value of your client’s business interests; and
– Keep your client’s affairs free from publicity and the costs and delay of probate.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Traditional Estate & Business Planning’
This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CPU, CLU and Joe Strazzeri, Esq.
Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'