Category:
Author:
Art and Collectibles: Preserve, Protect, Manage and Plan
February 3, 2021
Alanna Fabbri Butera, MA Alanna Fabbri Butera, MA
Beware of Clients with Non-US Connections
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA) Daren Raoux, CPA, CA, CPA (IL, USA)
Pet Trusts
12/9/2020
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Income Tax Planning: To Roth or Not To Roth……
November 23,2020
Matthew Stojkov Matthew Stojkov
REITS - 101
November 24,2020
Richard Hillson Richard Hillson
How much should an Attorney Drafted Estate Plan Cost?
October 7, 2020
James L. Cunningham, JR. James L. Cunningham, JR.
Essential Estate Planning Check-Up
August 5, 2020
Jill L. Miller, Esq. Jill L. Miller, Esq.
Integrating a New Advisor into your Practice
July 31, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Spousal Lifetime Access Trusts: Making Gifts without Giving it Away
July 8, 2020
Brian E. Raftery Esq. Brian E. Raftery Esq.
APEG Practice Development: Be a Pro
July 1, 2020; 11:00 AM Eastern
Jedidiah Collins Jedidiah Collins
Advanced Beneficiary Planning
June 11, 2020
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
529's There Might Be a Better Path
June 3, 2020
D. Andrew Hickman D. Andrew Hickman
Fee Compression: Avoiding the Race to the Bottom
May 13, 2020, 11:00am
Richard Hillson Richard Hillson
Flood: The Client's Risk Exposure
Flood: Is the exposure included in your clients Risk Management?
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
Case Studies in the Secondary Market for Life Insurance
April 29, 2020
Jamie L. Mendelsohn Jamie L. Mendelsohn
How to Build a Valuable Business
Learn the key elements of how a business is valued for both estate planning and sale purposes.
Eric C. Ward, ASA Eric C. Ward, ASA
The Practicality of the Income Matrix (TM)
Learn to utilize one of the most effective income planning tools.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Dealing with Incapacity: Guardianship v. Durable Power of Attorney
March 11, 2020
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
Revocable Living Trust Boot Camp
The Basic Training for Understanding Revocable Living Trusts
Jill L. Miller, Esq. Jill L. Miller, Esq.
The Roth IRA: Missed Planning Opportunities
Learn planning techniques utilizing Roth IRAs
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Retirement Planning in the Shadow of the SECURE Act
Learn a step-by-step process to optimize a retirement plan under SECURE.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Introduction to Linked In: Setting up your Profile
January 22, 2020
Joshua Lackowski Joshua Lackowski
Alternative Investments
Richard Hillson Richard Hillson
The Five Things Every Financial Professional Should Know About Estate Planning
Supporting Your Client's Estate Planning Needs
Jill L. Miller, Esq. Jill L. Miller, Esq.
Trustee Training Workshop
Learn the responsibilities of the trustee both at incapacity and/or death.
Gregory C. Hamilton, Esq. Gregory C. Hamilton, Esq.
Anatomy of Divorce
Learn the common elements of divorce.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Tax Planning Under Tax Cuts & Jobs Act (TCJA)
Learn techniques to help families mitigate their tax exposure under TCJA.
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
Understanding Child Support
Learn the elements that factor into child support.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Home, Auto and Excess Liability
Evaluating a situation to optimize coverage.
Brian Boak, CPRIA, CLU Brian Boak, CPRIA, CLU
Life Settlements: Today's Issues and Opportunities
When your client's situation changes, consider the secondary market for life insurance policies.
Jamie L. Mendelsohn Jamie L. Mendelsohn
Interesting Cases in Family Law
Learn by example.....the Family Courts are ripe with cases that help to round of a planners legal knowledge.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Prenuptial Agreements
Addressing pre and post marital planning.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Considerations in Owning Rental Property
Understanding the financial, legal, tax and insurance elements of owning rental property.
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
Considerations in Embarking in In-Vitro Fertilization, Surrogacy, Adoption and Embryo Donation
Science has made the possibilities of a family a reality for many, but the legal system is still lagging.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Financial Consideration for Unwed Parents
In a modern-family world, planners should be aware of the needs of unwed parents.
Natalia Kujan Gentry, Esq. Natalia Kujan Gentry, Esq.
Special Needs Planning & Applicable Social Security Benefits
Planning to qualify for maximizing Social Security Benefits for Special Needs
Sara A. Schimke, Esq. Sara A. Schimke, Esq.