Financial Planning Telephone Seminars

Charitable Remainder Trust Fundamentals ...er trusts help your clients combine their estate, tax and financial planning with their charitable dreams. This live audio conference will explain how you can implement charitable remainder trusts for your existing and future clients. We will focus on identifying client situations where a CRT meets your client's goals. We will classify the six CRT types to determine which one best fits your  more...

Estate and Financial Planning for Clients Living With Chronic Illness BenefitsChronic illness affects nearly 120 million Americans. How can professional advisers better serve and advise clients living with chronic illness and their loved ones? In many situations modest changes to traditional planning tools and drafting conventions can provide tremendously improved protection and peace of mind for clients living with chronic illness. This teleconference will provide  more...

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...