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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Be A Hero in the Sale of Your Client’s Business
$25.00As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale to fit you client’s objectives, and methods to maximize after-tax cash.
(Purchase of this Product will include a Video recording, an Audio recording, and a PDF copy if the presentation.)
Presented by Channing Hamlet and Greg Banner, President
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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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Insurance Bootcamp Fast Start Workshop
$25.00From dead stop to cruising speed – how to learn everything you need to insure your book in under 1 hour! During this fast-paced information-packed session Trey and Steve will help you gain an understanding of key and advanced insurance concepts and how to spot the opportunities as well as the confidence to effectively communicate these concepts with your clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.
