This presentation is designed to educate you and the members of your organization about the benefits of planned giving. We’ll discuss the basics of charitable giving, address several gifting strategies, and look at a few real-world examples that show these strategies in practice

During this presentation, we’ll focus on four steps to help fund a college education for your children or grandchildren. We’ll also evaluate the different funding sources-some of which you may already be aware, as well as others you may not have considered. The presentation concludes with a countdown to college and what you and your student can do during the high school years to prepare for college.

This presentation focuses on the key fundamentals of estate conservation. Basic distribution techniques used for dividing your assets among heirs as well as some strategies that can give you and your heirs additional privacy and protection will also be discussed.

This presentation is designed to help you plan an income for life so that you will not outlive your retirement savings. We will review critical topics and address some important tax considerations as well. We’ll also look at trends, strategies, and case studies that illustrate some of the opportunities that can benefit you.

This presentation is designed to help you plan for long-term care so that you can help protect your assets and preserve your dignity throughout your retirement years. We’ll address a few common misconceptions that keep people from taking the necessary steps to protect themselves and their finances and we’ll discuss planning options for obtaining long-term care and its benefits. The presentation concludes with a discussion of the various attributes you should look for when choosing a long-term care insurance policy.

This complete financial management workshop discusses six key areas of personal financial management: risk management, cash management, investment planning, tax management, retirement planning, and estate conservation. This presentation can be focused on a particular area of financial management or a custom workshop can be created to meet the specific needs of your organization and its members.

Taking control of your finances include a broad range of issues that men and women alike must deal with to help ensure a more secure financial future. In this presentation, we’ll discuss six key areas of sound financial management, starting with cash management and continuing with risk management, investment planning, tax planning, retirement planning, estate planning, or other financial concerns. This presentation can be customized to meet the specific financial needs of the members of your organization.

Every aspect of this presentation is designed to help business owners and professionals with key issues that impact their business such as: risk management, employee benefits, retirement plans and considerations, business continuation, investment management, and estate conservation. This presentation can be customized and presented to organizations, professional associations, trade groups, through adult education programs at colleges and universities, and to individual business owners, professionals and self-employed individuals in the community.