The Assets: Estate planning
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November 10, 2016Finra: Broker Tried Fleecing Elderly Clients Out of $70KCase involves fees for bogus financial planning and investment advice.
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September 15, 2016The Race to The Bottom Devalues PlannersVern Sumnicht, iSectorsThe value of financial planners needs to be better publicized.No Comments
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July 15, 2016Don’t Be Afraid to Tell Prospects NoHow a willingness to turn a prospect away can end up benefitting you both.No Comments
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May 9, 2016Sudden Death Doesn’t Just Happen to Rockstars and CelebritiesAdvisors must do their best to prepare clients for the inevitability of death.No Comments
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April 29, 2016Worst-Case Scenarios Can be Transformational ToolsYour job as a planner is to help the client think the unthinkable.No Comments
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April 25, 2016Prince Passing May Cause Feud Between Estate, Beneficiaries and IRSThe untimely demise of music royalty could leave dilemma for wealth and legal advisors.No Comments
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April 11, 2016Forget April, Taxing Tasks Should Be Year-Round EffortTax-wise, what should advisors be doing for their clients throughout the year?No Comments
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March 25, 2016That Final Question Could Reveal EverythingLeave time at the end of your initial client meeting to ask a simple question. You might be surprised what you learn.Last Comment: March 25, 2016
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March 22, 2016FAs, Lawyers and Accountants Urged To Work Closer on Estate TaxAttorney Beth Kaufman explains what advisors need to know about estate planning.
Transcript Video [ 3:28 ] No Comments -
The Mathematics of Estate Tax PlanningThis FA-IQ Education webcast reviews the techniques financial advisors can use with their high net worth clients to protect and disburse their estates. This presentation is worth 1 CFP credit hour upon the successful completion of a 10-question quiz.
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