Fits Telephone Seminars

Charitable Remainder Trust Fundamentals ...fitsNinety percent of Americans give to charity regularly. If you don't discuss charitable planning with your clients, you are forfeiting potential business to your competitors. Charitable remainder 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  more...

Utilizing Data in Microsoft Access ...fitsOriginally released in 1992, Microsoft Access is part of the Microsoft Office Suite. Microsoft Access is the most popular Windows desktop database used by most organizations around the world, from small to large businesses, government agencies, nonprofits, etc. Microsoft Access fits a unique space between the skills of the information worker and professional developers. It's a database  more...

Social Media Guidelines for Estate and Financial Planners ...fitsAttend this teleconference and learn how to diagnose and score current digital/web presence. You will be able to identify steps to build an effective experience taking advantage of the latest web 2.0 features. This teleconference will teach you how to apply a top-down messaging model to craft positions along the 'long tail' and organize communications to reinforce your brand. Gain a better  more...

Long-Term Care Insurance in Estate Plans ...fitsClients spend a lifetime building financial security for their retirement, often with the desire to pass the assets on to their family or charity rather than loose it to the cost of long-term care. Whether at home, assisted living or nursing home care, the cost can be staggering. When is the purchase of long-term care insurance appropriate for a client? How can the client control the cost  more...

Internet Research for Paralegals ...fitsThe internet is a resource for a vast array of legal materials with new or changing resources appearing online regularly. However, not all legal resources available on the internet represent authoritative or relevant information to the legal researcher. Legal web sites organize information in different ways; documents appear in a variety of file formats; and search engines may or may not  more...

Climate Change and Federal Greenhouse Gas Reporting Rules ...fitsOn October 30, 2009, EPA published the Greenhouse Gasa Reporting Rule, which required approximately 10,000 facilities in a broad range of industrial and manufacturing sectors to begin monitoring and reporting greenhouse gas emissions. The rule is intended to inform EPA policy decisions, including possible new source performance standards for GHGs under the Clean Air Act. This teleconference  more...