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August 25, 2015
Delivering Vision – Engage Your Business Owner Clients
August 25, 2015
Political Showdown on Taxes
$25.00
Join Laura and Steve as they discuss the most current tax reform activity in Washington and how it will affect you and your clients’ income tax planning for 2013. Politicians have been busy in Washington with each party challenging the other to a showdown. No matter which way you voted, it is clear that the passage of any sort of tax reform is going to require hard work and compromise on both sides of the aisle – learn how to help your clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Laura Stees, CPA and Stephen J. Mancini, Esq
Click play to view a short video about ‘Political Showdown on Taxes’
Join Laura and Steve as they discuss the most current tax reform activity in Washington and how it will affect you and your clients’ income tax planning for 2013. Politicians have been busy in Washington with each party challenging the other to a showdown. No matter which way you voted, it is clear that the passage of any sort of tax reform is going to require hard work and compromise on both sides of the aisle – learn how to help your clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Laura Stees, CPA and Stephen J. Mancini, Esq
Click play to view a short video about ‘Political Showdown on Taxes’
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Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs
$25.00John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’
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The Gathering 2017 – The Complete Package
$300.00The format of the two-day Gathering is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from the front of the room. The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgment are truly invaluable when helping clients fulfill their enlightened dreams.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Laureate Program
$25.00All 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’
