Wealthy Clients and Their Children Get in Trouble Too
July 20, 2016
Business Buy-Sell Contingency Planning
July 22, 2016
We Need to Talk – Tips for Starting the Critical Conversation and Bonding with the Next Generation
$25.00
Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.
Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.
Related products
-
Add to cart
The Five Essential Documents
$25.00Scott and Stephanie will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients. Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Stephanie Downer, Esq.
-
Add to cart
The Case for Baby Boomer Clients in Your Practice
$25.00As society ages the need for services by this demographic are going to increase. This can include planning for long-term care, Medicaid, Medi-Cal, and other government benefits – which can drastically enhance your revenue and practice stability, leading to a dramatic increase in the amount of probates, trust administration, settlement and the associated financial, tax, and legal planning for clients older (and younger!) than 55. Join Scott and Brooke as they share techniques, tools, and their technical expertise to enhance your knowledge and practice.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Scott Stewart and Brooke Jensen
-
Add to cart
The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families
$25.00This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer
Click here to see the Gathering Agenda with the list of the presentations and presenters.
