| Photo |
Name |
Bio |
Traveling From |
Presentations |
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Thomas J Ahrens
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- Client Maintenance Programs
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Paul Bernstein
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Salem, Massachusetts
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- Increasing your bottom line through conducting a buy/sell agreement legal audit
- Opportunities in Estate Planning
- IRA Inheritance Trusts
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Christopher J Berry
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Bloomsfield Hills, Michigan
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- Estate Planning
- Financial Planning
- Retirement Trust Planning
- Planning for Parents
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Vincent E Bonazzoli
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Lynnfield, Massachusetts
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Diedre W Braverman
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Westlake Village, California
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- WealthCounsel Estate Planning 101
- Society of Financial Service Professionals
- California CPA Education Foundation
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C. Dennis Brislawn, Jr,
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Kirkland, Washington
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- Charitable Planning
- Asset Protection
- Advanced trust planning
- family wealth system planning
- integrated planning
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Eden R Brown
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Salem, Oregon
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- Wealth Preservation Strategies
- Asset Protection
- Family Legacy Design
- Values-based Estate Planning
- Pet Trusts
- Philanthropy
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John C Buckley
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Colorado Springs, Colorado
|
- Estate planning Document Drafting: Problems and Solutions
- Charitable Trusts: Where’s the WIIFM for a Financial Advisor
- Legal Aspects of Government Contracts: Partnering In Federal Contracts
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Jerry S Chasen
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Miami, Florida
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- POWER Planning - A Workshop for Professional Advisors
- Focusing Client Intentions: Passions, Processes & Planning
- What's My LINE - a Presentation for Donors, Board Members and Volunteers
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Michael Cherewka
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Wormleysburg, Pennsylvania
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- Estate Planning in Time of Uncertainty
- GRATS
- Estate Planning Opportunities for Financial Advisors
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William J Cutchin
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Mount Pleasant, South Carolina
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- IRA Trust Planning
- Retirement Planning
- Trust Administration
- Trust Owned Life Insurance
- Family Limited Partnerships & Family Limited Liability Companies
- Elder Law Planning
- Special Needs
- Medicaid Planning
- Business Succession Planning
- Income & Estate Tax Issues
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Mark Czuchry
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|
Victoria, Minnesota
|
- Askar Corp 2008 Annual Meeting – Beneficiary Designations
- Planning Techniques for Community Spouse (LTC/Elder Law)
- Workman Securities Firm Element
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Frederick P Davies
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Syracuse, New York
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- Living Trusts and LongTerm Care
- Estate Planning in the Military
- Annual Survey of the Law
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Lew Dymond
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Frisco, Colorado
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- Drafting Solutions Relating to the Estate Tax Dilemma
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Robert D Gillen
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Scottsdale, Arizona
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- Domestic and Offshore Trusts
- Family Limited Partnerships & Family Limited Liability Companies
- Planning for Physicians
- Income & Estate Tax Issues
- Asset Protection
- Planning for Affluent Families
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George P Guertin
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|
North Haven, Connecticut
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- IRA Trust Planning
- Trust Owned Life Insurance
- Domestic and Offshore Trusts
- Elder Law Planning
- Special Needs
- Medicaid Planning
- Business Succession Planning
- Asset Protection
- Probate Administration
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Scott Gunderson
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|
Reno, Nevada
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- Estate & Gift Taxation
- Basic & Advanced Estate Planning
- Charitable Planning
- Life Insurance Planning
- Business Succession Planning
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Jason E Havens
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Destin, Florida
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- Charitable Planning
- The Use of Technology in Practice
- Practice Management
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Gregory Herman-Giddens
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Chapel Hill, North Carolina
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- IRA Trust Planning
- Charitable Planning
- Trust Administration
- Elder Law Planning
- Income & Estate Tax Issues
- Tax Aspects of Equitable Distribution
- Non-Traditional Couples Planning
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Philip J Kavesh
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|
Torrance, California
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- The Breakthrough IRA Planning Strategy (and Business Opportunity): The IRA Inheritance Trust®
- A Secret to Increasing Rep Production During Tough Times
- The Top 24 Often Overlooked Life Insurance Opportunities
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Howard M Lang
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|
Libertyville, Illinois
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- IRA Trust Planning
- Retirement Planning
- Charitable Planning
- Trust Administration
- Domestic and Offshore Trusts
- Family Limited Partnerships & Family Limited Liability Companies
- Elder Law Planning
- Business Succession Planning
- Income & Estate Tax Issues
- Pet Trusts
- Marketing Your Practice
- Goldmine
|
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Jeffrey R Matsen
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Costa Mesa, California
|
- Asset Protection Strategies
- Asset Protection for Physicians
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Peter J Parenti
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|
San Antonio, Texas
|
- Living Trust Estate Planning
- Asset Protection Estate Planning
- Family Limited Partnerships
- Business Entity Planning
- Charitable Estate Planning
- Tax Camp
- The Initial Client Interview
- Planning for Disability
- Designing and Creating the FLP or FLLC
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Louis W Pierro
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|
Albany, New York
|
- Elder Law Planning
- Charitable Planning
- Planning for the Family Business
- Estate Planning
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John M Preston
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|
San Diego, California
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- Unique Marketing Methods for Estate Planning Attorneys and Financial Advisors
- Protecting & Persevering the Estate for Generations
- 10 Steps for the Estate Planning Att. & Financial Adv. to Effectively & Lucratively Work Together
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Karen B Reagler
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|
Hot Springs, Arkansas
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- IRA Trust Planning
- Retirement Planning
- Charitable Planning
- Trust Administration
- Elder Law Planning
- Special Needs
- Pet Trusts
- Estate Basics
- Needed Documents
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Robert A Ross
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Sturgeon Bay, Wisconsin
|
- Stretch IRA
- Retirement Tax Bomb
- Planned Giving
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Richard P Schulze
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Reno, Nevada
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- Resolving Legal and Financial Issues in Elder Care
- Advanced LLC Issues
- Estate Planning Basics
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Marc Selden
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New York, New York
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- Estate Planning
- Business Succession Planning
- Retirement Planning
- Captive Insurance Companies
- High Net-Worth Planning
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Ramond Sheffield
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|
San Jose, California
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Rod Sutherland
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Virginia Beach, Virginia
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- Estate Planning
- Taxation Aspect of Estate Planning and Retirement Planning
- Business Succession Planning
- Charitable Planning
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Henry C Weatherby
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|
Bloomfield, Connecticut
|
- IRA Trust Planning
- Retirement Planning
- Charitable Planning
- Trust Administration
- Trust Owned Life Insurance
- Domestic and Offshore Trusts
- Family Limited Partnerships & Family Limited Liability Companies
- Elder Law Planning
- Special Needs
- Medicaid Planning
- Planning for Physicians
- Business Succession Planning
- Income & Estate Tax Issues
|
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Joseph D Welch
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Hannibal, Missouri
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- Estate Planning in the 21s Century
- Planning for the Non-Taxable Estate
- Estate Planning for the CPA
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