How to Turn Opportunity Into Revenue
August 1, 2016
Dealing with Real Estate in a Contested Matter – Before and After Death
August 1, 2016
Planning for the 4th Quarter of Your Client’s Life
$0.00
Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Valerie Peterson, JD and Scott Stewart, Esq.
Expert in Elder Law? Estate planning is not what it used to be. As an industry we planned very well for our clients in the moments before they die and after their death – but we woefully under planned for their disability, especially a long-term disability. Valerie and Scott will go over not only the opportunities to help our past clients correct their plans, but also how to use this “4th Quarter” planning of life concept to attract and deeply help those individuals and couples over 60 years old – and even those younger families. This may be your next evolution as a practitioner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Valerie Peterson, JD and Scott Stewart, Esq.
Related products
-
Add to cart
ElderCounsel
$25.00Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’
-
Add to cart
Long Term Care Insurance
$25.00Trey and Teri will review the progression of long term care planning up to today with a focus on how insurance products are used to solve needs. This will be a market focused discussion with emphasis on a variety of solutions and how those solutions relate to estate planning and wealth transfer planning – it’s not just for the mainstream. Discover how to recognize and provide the best long term care options for your clients and their families.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M and Teri A. Olsen, President, LTC Experts
-
Add to cart
The Gathering 2018 – The Complete Package
$300.00Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.
The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
