$19.00

This article appeared in the September 2020 Journal of Financial Service Professionals. 

Sale!
$129.00 $89.00

Program Overview Traditional estate and financial planning strategies no longer apply to today’s “modern” families.  This presentation will review how the definition of “family” has evolved over the decades and the planning strategies unique to blended families, same-sex married couples, and “I Do Not” couples. Attendees will learn: How the definition of “family” changes the [...]

Sale!
$129.00 $39.00

Program Overview Owners of family businesses are challenged to navigate the many complex issues involved when transitioning the business from one generation to the next, including maintaining control during life, being fair to family members not in the business, and managing tax-related concerns. Traditional methods of transition range from a will to more complex planning [...]

$199.00

By clicking "Buy Now" you will be redirected to LISI to complete your purchase.

$19.00

This article appeared in the September 2020 Journal of Financial Service Professionals. 

$19.00

This article appeared in the November 2020 Journal of Financial Service Professionals. 

$29.95

By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

$29.95

By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.

Sale!
$129.00 $89.00

Program Overview Financial and societal shifts in planning (including estate tax changes and demographic trends have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into [...]

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals. 

Sale!
$130.00 $99.00

The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]

" "