Tax-Advantage Opportunities for Business Owners
December 17, 2015
Helping Clients Navigate the San Diego Real Estate Market
December 17, 2015
The Three Doors of Estate Planning
$25.00
This workshop will explore the 3 doors of estate planning: family, charity, and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize if not completely zero-out the benefit to the IRS.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
This workshop will explore the 3 doors of estate planning: family, charity, and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize if not completely zero-out the benefit to the IRS.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
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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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Philanthropic Planning in SD with Sharp HealthCare
$25.00During the last decade the Foundations of Sharp HealthCare, through helping advisors and their clients, have generated more than $160 million in philanthropy. For many years, Sharp has been the beneficiary of not only generous planned gifts from individuals and families, but also of the support, engagement, and advice of gift and estate planning professionals; notably through the Sharp Family of Advisors and its series of small group forums. Learn how to be part of the Sharp Family of Advisors, help your clients, and stay informed in the ever changing health care landscape.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Bill Littlejohn, CEO, Sharp HealthCare Foundation
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Four Keys to Marketing Your Practice
$25.00Over 18 years of helping attorneys get new clients, four key strategies have emerged as most effective. SmartMarketing president Mark Merenda shares the techniques you can use immediately to grow your revenue, increase your profit, and achieve your ideal practice.
(Purchase of this product will include an Audio recording, and a PDF copy of the presentation.)
Presented by Mark Merenda
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