Financial Planning Telephone Seminars - Training Resources

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan BenefitsA wrong determination of whether a trust qualifies as a designated beneficiary of retirement benefits can cost the owner decades of tax deferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately  more...

Capital Improvements for Condominium and Homeowners' Associations ...pital maintenance program. The final step is to develop a financial planning model to support the cost of maintenance. The end result will be all about maintaining the highest possible level of property values. n nLearning Objectives n- You will be able to distinguish different legal requirements. n- You will be able to prepare Board and Unit Owners for proper financial planning. n- You will be  more...