Heritage Planning – The Third Element to Multi-Generational Planning
July 20, 2016
7 Steps to a Successful Business Exit
July 20, 2016
Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
$25.00
Discussion topics include: File and Suspend, Claim now and Claim more later, filing a restricted application. Spousal and survivor benefit issues and maximizing strategies. We will further discuss: The earnings test, actuarial reduction, FRA, PIA, DRC, POMS and the rest of the SS alphabet soup.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Ryan Hyslop, AMSS
Discussion topics include: File and Suspend, Claim now and Claim more later, filing a restricted application. Spousal and survivor benefit issues and maximizing strategies. We will further discuss: The earnings test, actuarial reduction, FRA, PIA, DRC, POMS and the rest of the SS alphabet soup.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Ryan Hyslop, AMSS
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P&C Contracts – Have You Read the Fine Print?
$25.00Most people do not consider the importance of truly understanding your property and casualty insurance coverage. When it comes to protecting your client’s assets and providing a comprehensive financial plan, it is absolutely imperative to have a conversation about things like home extended liability, landlord liability, identity theft, water damage, and umbrella policies. Join Lauren and Mark as they share some simple tricks of the trade that can help you be the hero for your clients. Find out what that humongous contract we all sign really says (or doesn’t say).
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Lauren Bottger
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Heritage Planning – The Third Element to Multi-Generational Planning
$25.00John will share the elements of Heritage Planning – those things that are needed to sustain family wealth and unity across generations. The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations. Heritage Planning allows them to pass “who they are” to future generations. Heritage Planning does not compete with Estate and Financial Planning – rather, it is the next element needed to prepare the family and get them working together to stay together for multiple generations.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP®, Heritage Planner
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Trusts and Homeowners Insurance – Avoid the Train Wreck
$25.00Financial planning can create large assets that, if insured improperly, may not last long… “We placed the client’s home in a trust, but did we make sure the insurance company reflected that change or actually had the capacity to do so? Most insurance companies are the same, right? A caretaker moved in to take care of our client’s mother, but what happens if they get hurt on the job? We’re fully covered, right?” Joe and Mindy will answer these questions and fill you in on other common mistakes that occur when financial changes are made, but not reviewed with the “other” insurance broker. We will provide Property & Casualty Insurance Review basics with enough knowledge to be dangerous.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Deutsch and Mindy Cagan-Joslin
