R.J Kelly and Advanced Estate planning ideas
Advanced Estate and Legacy Planning It's hard enough for life and/or business partners to talk about the subjects of dying - difficult family situations - health and money concerns that impact estate...
View ArticlePolicyLogix for Business Owners
Insurance Policy Reviews for Business Owners There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, expectations of...
View ArticlePresentation notes on Social Security with Ryan Hyslop
Baby boomers want to know: Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be...
View ArticleHeritage Planning is NOT new to the estate planning landscape
Traditional Planning … Traditional planning has failed to keep families and their fortunes together for three or more generations – and that has been true for centuries all over the world. In 2005, the...
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Are you considering a Business Entity? Here are some to choose from
Choosing an Entity When you are looking to start a company or have started one and are looking for pertinent protection for your long term growth, assets, and partnership agreements, there are a...
View ArticleKeeping your Practice Relevant :: The Gathering 2014
The Gathering 2014 - Keep Your Practice RelevantFeb 27, 2014 8:30 AM - 4:40 PM(8:30 AM - 4:40 PM) through Friday, February 28, 2014 (7:30 AM - 5:10 PM) San Diego Marriott - Mission Valley 8757 Rio San...
View ArticleHeritage Planning -- The Third Element to Multi-Generational Planning
John Jenkins will share the elements of Heritage Planning - those things that are needed to sustain family wealth and unity across generations. The first two elements of planning, Estate and Financial...
View ArticleTrusts and Homeowners Insurance
Financial planning can create large assets that, if insured improperly, may not last long... "We placed the client's home in a trust, but did we make sure the insurance company reflected that change...
View ArticleDo you have a plan for revenue in the new year?
Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. Join Shelley and Joe for a...
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What Business Entity have you chosen?
From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies) to evaluating the entities, this course surveys each business entity option. Multiple...
View ArticleWealth Protection & Transfer Strategies for Business Owners and Successful...
Wealth Protection & Transfer Strategies for Business Owners and Successful Families Featuring: Stephanie Downer, Esq. & Stephen Mancini, Esq. Program: Thursday Insights at Southern California...
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The Social Landscape 2014 [FREE PPT DOWNLOAD]
The Social Landscape (Free Powerpoint Download)
View ArticleAre you a Trustee? Are you curious? Learn more here...
A client or a client's family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor...
View ArticleDo you have any questions regarding Social Security?
Here is a snippet video of Ryan Hyslop as he will lead an interactive discussion regarding the following questions about social security: Will Social Security be there for me in retirement? How can I...
View ArticleIn case you missed it...5 recent Thursday Insights session digitally available
Many of you may know our Thursday Insights programs held here in our offices every Thursday afternoon at 2:30pm. If you missed any of the recent events, we have a list of 5 of our programs available...
View ArticleHelp for Small Business Owners with Consultant Peter Sieffert [VIDEO]
CLICK HERE for the complete digital version of this program.
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