In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
August 25, 2015
ElderCounsel
August 25, 2015
Shifting Focus to Grow Your Business
$25.00
Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
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$25.00This informative technical session will help clients address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about 'How to Protect Your Business Owner Clients' Most Valuable Assets'
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’
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Understanding the Reporting Requirements and Liabilities for Business Owners
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(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
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Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’
