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Who should attend All-Star Views On Estate Planning: Key Practical Strategies To Maximize Wealth And Minimize Heartache
This one-day seminar is designed for attorneys, accountants, CPAs, business owners and managers, presidents, vice presidents, financial and estate planners, enrolled agents, insurance professionals, bankers and trust officers.
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All-Star Views On Estate Planning: Key Practical Strategies To Maximize Wealth And Minimize Heartache  

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This one-day seminar is designed for attorneys, accountants, CPAs, business owners and managers, presidents, vice presidents, financial and estate planners, enrolled agents, insurance professionals, bankers and trust officers.

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Seminar Summary:

All-Star Views On Estate Planning: Key Practical Strategies To Maximize Wealth And Minimize Heartache. This class may contain State specific information. Check the Dates and locations window for dates and locations of this event. (see full course description)

 
 

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Training Course Syllabus:


If you are a professional who provides estate and wealth preservation planning services, this program is designed to provide you with timely wealth preservation tips to give you practical tools to help you serve all your clients, ranging from aspiring executives, small business entrepreneurs and concerned children of aging parents to heads of large corporations and senior citizens.

Seminar highlights:

• The Pension Protection Act of 2006 and its effect on client planning
• Family businesses often make up the bulk of clients’ estates; options to preserve protect and pass down those assets
• Wealth and family priorities; understanding the motivations for planning that go beyond analytical tax savings

Agendas and Speakers may differ slightly depending on the location. Please e-mail or call a representative to obtain an agenda for a particular location.

Seminar Summary:

All-Star Views On Estate Planning: Key Practical Strategies To Maximize Wealth And Minimize Heartache. This class may contain State specific information. Check the Dates and locations window for dates and locations of this event. (see full course description)

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