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Live Webinar: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement. Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Live Webinar June 25, 2019 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Webinar: Estate Plan Fundamentals for Farmers

Estate Plan Fundamentals for Farmers

Learn practical farm succession planning techniques to ensure your client's farm goes to the right recipients with little disruption to operation.Estate planning for farmers offers special challenges and opportunities...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

OnDemand Webinar: Estate Plan Fundamentals for Illiquid Assets

Estate Plan Fundamentals for Illiquid Assets

Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE credit available

Live Webinar: Communication Plan Essentials for Nonprofits

Communication Plan Essentials for Nonprofits

Pick up best practices for connecting and engaging with constituents as well as the public. Many nonprofit organizations fail to recognize just how important it is to create a communication plan.

Live Webinar July 31, 2019 1:00pm EST

CPE credit available

OnDemand Webinar: Estate Planning: Anticipating and Preparing for Estate Litigation

Estate Planning: Anticipating and Preparing for Estate Litigation

Learn the key steps on how to implement proactive processes to diminish or eliminate litigation.Estate planners generally focus on preparing estate planning documents that are predominantly geared towards accomplishing...

Available as OnDemand Webinar, Audio & Reference Manual

Live Webinar: Cost Segregation 201: Advanced Applications for the Life Cycle of Real Estate

Cost Segregation 201: Advanced Applications for the Life Cycle of Real Estate

Take a stroll through the life cycle of real estate and the role of cost segregation through the assets' life. In 2018, the tax reform changes made cost segregation studies more valuable than before.

Live Webinar June 17, 2019 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents credit available

OnDemand Webinar: Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.After learning this information, you will be able to discuss and explain Medicaid eligibility and Medicaid...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

OnDemand Webinar: New York Estate Tax and Estate Planning Updates

New York Estate Tax and Estate Planning Updates

Get updated on New York's most recent law changes that impact estate tax planning and reporting. This topic is ideal for all attorneys who engage in estate planning and estate administration for New York State residents...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Sales Compensation Plan Design

Sales Compensation Plan Design

Make sure your sales compensation plan is rewarding the right behaviors. Learn the right approach to take when designing your compensation plan.An effective sales compensation plan can have an enormous impact on company...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CPP/FPC, HR Certification Institute, SHRM credit available

OnDemand Webinar: The Development Plan: Why You Need One and How to Create One That Works

The Development Plan: Why You Need One and How to Create One That Works

Find out how to create and implement an effective development plan for your organization. Is your organization stuck in the special event mode? Does your board refuse to accept their fundraising responsibility?

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