Counseling a Philanthropic Silicon Valley Entrepreneur in Setting up a Charitable Initiative: What are the Options?
August 1, 2016
The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)
August 1, 2016
Multigenerational Wealth Leverage Using Third Party Financing for Life Insurance
$25.00
A case study of the use of third party financing to efficiently protect wealth into the second generation and beyond. Justin and Amanda will discuss structures that build-in safeguards to reduce some of the critical risks inherent in financing premiums.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Justin Smith and Amanda Eldridge, CLU, ChFC
A case study of the use of third party financing to efficiently protect wealth into the second generation and beyond. Justin and Amanda will discuss structures that build-in safeguards to reduce some of the critical risks inherent in financing premiums.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Justin Smith and Amanda Eldridge, CLU, ChFC
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The Bucket Plan – Segmenting Your Money Based on Purpose and Time Horizon
$25.00The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-returns risk”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving spouse.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by John L. Jenkins and Monica Cramer
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“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics
$25.00Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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Getting off the 1031 Exchange Train Without Having to Die – Nov
$25.00The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP, EA, M.Ed. and Steve Mancini, Esq.
