$19.00

The successful transfer of a professional practice requires time, careful planning, and a smooth transition process. Life and disability insurance can help assure that the business and/or other owners have liquidity in the event of a sudden, unexpected event, while life insurance cash values can provide liquidity for lifetime buyouts. In any event, a longer [...]

$19.00

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

$19.00

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

$199.00

By clicking “Buy Now” you will be redirected to ALI CLE to complete your purchase.

$199.00

By clicking “Buy Now” you will be redirected to ALI CLE to complete your purchase.

$199.00

By clicking “Buy Now” you will be redirected to ALI CLE to complete your purchase.

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$129.00 $19.00

The new economic relief package has a wide-ranging impact on individuals and businesses. From relief payments to forgivable loans, delayed RMDs, special funding for healthcare, unemployment provisions and business incentives, learn what the CARES Act offers and how it might affect your business or clients. Speaker: Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP® [...]

$199.00

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 [...]

Planning for Business Owners

Planning for Business Owners (Journal Bundle)

$120.00

These articles are reprinted with permission from the Journal of Financial Service Professionals. 

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$129.00 $89.00

Program Overview The issues arising from the need to retain key employees/managers in closely held, often family-owned, businesses are analyzed from both the owner’s perspective as well as the key manager/employee’s vantage point. The program puts an emphasis on practical solutions, including equity participation by key employees and phantom/golden handcuff arrangements. The issues related to [...]

$19.00

This article appeared in the July 2018 Journal of Financial Service Professionals.

$49.00

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