The Legacy Conversation: A Powerful Way to Deepen Your Connection to Clients and Prospects
August 1, 2016
Making Asset Protection Less Complicated and Better for the Client
August 1, 2016
Tax Free Investing and Retirement
$25.00
Forget about NINGs – if you have clients who want to (1) eliminate state and federal income taxes on their investments, (2) invest in highly tax inefficient assets (think hedge funds, ordinary income producing assets), (3) protect their investments from creditors, and (4) have a source of income-tax free retirement income – we’ve got the solution for you – and it works in all 50 states.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Gunderson, J.D. and Greg Crawford, CFP
Forget about NINGs – if you have clients who want to (1) eliminate state and federal income taxes on their investments, (2) invest in highly tax inefficient assets (think hedge funds, ordinary income producing assets), (3) protect their investments from creditors, and (4) have a source of income-tax free retirement income – we’ve got the solution for you – and it works in all 50 states.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Gunderson, J.D. and Greg Crawford, CFP
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The Gathering 2018 – Modern Uses for Life Insurance and Long-Term Care: Protecting Your Future Relationships
$25.00Ok, its back to the future time. Considering the large number of family owned businesses, new tax laws, and possible transitions – practitioners need to understand the uses, benefits, liabilities, and dangers of life insurance, long-term care, and retirement distribution planning. Join experts Trey and Cindy as they de-mystify and explain these potential complications.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
$25.00Discussion topics include: Fundamental changes to the Social Security system enacted by Congress in early 2016 and how to maximize lifetime benefits. Navigating the complex World of Social Security and the various questions you will face from clients on the earnings test, actuarial reduction, delayed retirement credits, full retirement age, primary insurance amount, survivor benefits, and income optimization.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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