October 2, 2008
Tim Voorhees provides a brief review of 20 planning instruments that integrate insurance and/or investment concepts along with tax law concepts.
October 9, 2008
Learn how real estate can be a great portfolio risk reduction hedge and help provide answers to the difficult questions clients are asking.
October 14, 2008
Tim Voorhees provides an overview of how Value Proposition Letters illustrate the benefits of tax planning and shows how these benefits can exceed costs by a factor of 100 to 1.
October 15, 2008
Dr. Charles Lieberman discusses the current state of the economy and how it can and will affect Financial Advisors nationwide.
October 22, 2008
Peter and Katherine Vessenes discuss how current economical conditions offer an excellent opportunity for you to capture new clients and expand your business.
October 29, 2008
Peter and Katherine Vessenes discuss a practice management platform that provides tools to assist you in Building a Multi-Million Dollar Practice.
November 12, 2008
Dr. Charles Lieberman discusses his post election outlook on the state of the economy.
December 2, 2008
Learn how to implement cases for high net worth clients more
efficiently and effectively.
December 18, 2008
Peter Vessenes offers insight on what your clients are going through in this difficult market and shows you how to address their fears and frustrations to become their trusted ally.
December 11, 2008
Learn to help charities redirect tax money to charities. How to host charity events to generate more donor interests in charitable trusts.