The Valuation Enhancement Approach (Gathering 2013)
December 17, 2015
The Four Keys To Marketing Your Practice
December 17, 2015Your Client’s Employee Benefits Package
$25.00
Share with your clients how to integrate the multiple facets of an employee benefits package including: Qualified Plan Regulations and Fiduciary Liability; Defined Benefit Plan Rescue; SEP IRA vs. Simple IRA vs. 401(k); Bundled vs. Unbundled Service Providers; Group Health; Payroll; and other components of Corporate Wellness. Maureen and Nick will review how practitioners can understand and communicate the associated pros and cons to help business owners move forward in this confusing environment.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP®, EA, M.Ed. & Nick Gardner
Share with your clients how to integrate the multiple facets of an employee benefits package including: Qualified Plan Regulations and Fiduciary Liability; Defined Benefit Plan Rescue; SEP IRA vs. Simple IRA vs. 401(k); Bundled vs. Unbundled Service Providers; Group Health; Payroll; and other components of Corporate Wellness. Maureen and Nick will review how practitioners can understand and communicate the associated pros and cons to help business owners move forward in this confusing environment.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Maureen Verduyn, CFP®, EA, M.Ed. & Nick Gardner
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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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Client Partnering
$75.00Are you able to achieve a true “team” through collaborating with a variety of professionals for your client? Are all professionals contributing intellectual property and feel more bought into the process and plan for the client? How will you achieve the goals your clients have? In this session, you will be able to work through the process of a type of Review, Design, and Implementation strategy so that you have your client's best interest in place and allow room for proper compensation for all professionals involved.
(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 'Client Partnering'
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In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
$25.00Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
