From Their Perspective – How to be Relevant in “Google-Land” for Attorneys
August 25, 2015
Evolving the Business for Accountants – Yours and/or Your Clients’
August 25, 2015
Proper Reporting May Prevent Estate Litigation
$25.00
Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Proper Reporting May Prevent Estate Litigation’
Understand the responsibilities your trustee clients take on and help them avoid common mistakes such as claiming disallowed or excessive administration expenses, mismanagement and distribution of trust assets, or failure to comply with trust accounting and reporting requirements. Join Alex and Wendy as they discuss why understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes are all just as important as the “facts and law.”
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Proper Reporting May Prevent Estate Litigation’
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Trustee Training: Rights and Responsibilities – Sept 6
$25.00A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.
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Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'Curiosity in Counseling'
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SCI
$25.00Whether your need or desire is wealth planning education, collaborative relationship building opportunities, or partnering to help refine your practice, SCI has a program that can help. Join Shelley to learn more about Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and our Speakers Bureau.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Shelley Lightfoot
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