America’s New Gold Rush – Working with Affluent Foreign Nationals
August 25, 2015
Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs and Five Needs?
August 25, 2015
Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”
$25.00
From Ryan’s and John’s different and sometimes similar professional perspectives, explore the trials and tribulations that our clients are going through with their real estate as an investment class. With such client frustration and confusion, there is not only a need for collaborative tax, financial, and legal advice; there are also compensation opportunities for the wealth planner.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®
Click play to watch a short video about ‘Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”‘
From Ryan’s and John’s different and sometimes similar professional perspectives, explore the trials and tribulations that our clients are going through with their real estate as an investment class. With such client frustration and confusion, there is not only a need for collaborative tax, financial, and legal advice; there are also compensation opportunities for the wealth planner.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®
Click play to watch a short video about ‘Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and Those “Other Investment Classes”‘
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Immigration for Business Owners, Real Estate Owners, and Family Members
$25.00Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes-complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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Click play to watch a short video about 'Curiosity in Counseling'
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Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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