In this 2-hour course, we will discuss a unique process for ensuring that families have the means to understand the role of wealth in the family, how the family’s wealth can improve lives, and to connect the family’s wealth to individual and shared family purposes. We believe that this course is perhaps one of the…

This webinar is designed to help attendees offer last minute and post-mortem estate and income tax savings to clients. Understanding post-mortem issues ultimately makes us better planners as well.   The deadline to register is Wednesday, September 17.   Fill out the form below.  

America creates its wealth in small businesses. In this course, we will examine strategies for protecting and transferring businesses and the wealth they represent to the next generation. We will examine business succession planning and estate planning techniques to protect the goose that’s laying the family’s golden eggs. In this course, we will also examine…