Do 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...
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 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 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 ArticleAre 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...
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Heritage 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...
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 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 ArticleR.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...
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