Long Term Care Options – What Families Need to Know Before the Crisis
June 15, 2018
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
July 9, 2018
Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies
$25.00
Real Estate investing has been a fundamental driver of wealth building in America. The powerful attributes rely on multiple tax advantaged provisions in the tax code. Come gain important knowledge in 1031 exchange services and strategies from two of the most experienced professionals in the field. This knowledge can drive opportunities for your clients who own appreciated Real Estate and are looking for diversification and fresh estate planning ideas. Realtors, CPAs and estate planning attorneys are encouraged to attend.
(Purchase of this product will include a Video recording, an Audio recording, a PDF copy of the presentation, and two handouts referenced in the presentation.)
Presented by William Exeter, President and CEO, and Charles Jensen, SVP: Moderated by Kevin Hughes, CFP
Real Estate investing has been a fundamental driver of wealth building in America. The powerful attributes rely on multiple tax advantaged provisions in the tax code. Come gain important knowledge in 1031 exchange services and strategies from two of the most experienced professionals in the field. This knowledge can drive opportunities for your clients who own appreciated Real Estate and are looking for diversification and fresh estate planning ideas. Realtors, CPAs and estate planning attorneys are encouraged to attend.
(Purchase of this product will include a Video recording, an Audio recording, a PDF copy of the presentation, and two handouts referenced in the presentation.)
Presented by William Exeter, President and CEO, and Charles Jensen, SVP: Moderated by Kevin Hughes, CFP
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The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
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The Gathering 2018 – Medi-Cal and Medicare: Who, When, How – and What’s Next?
$25.00Scott and Diane will lead a frank and open discussion designed to help you understand the differences and advantages associated with both government benefit programs (as well as the potential effects on both due to government deficits). Confronting the costs of either acute or long-term care or both is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Understand how to help your clients plan through case study examples.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Diane Gaswirth and Scott Stewart, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
