58 Results for ‘creating-a-development-plan-beyond-fundraising’
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TopicsConstruction (292)Engineering (95)Land Development (91)Employment & Labor (81)Benefits (67) More
Product TypeOnDemand Course (53)Live Webinar (3)Report (2)
CreditCLE (3)CPE (2)CFP (1)
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is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.
Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Any individual who has any assets, regardless of the value, and who has family or loved ones must...
Be cautious of limits. Be confident when assisting your clients with creating and maintaining an asset protection plan. Many asset protection planners effectively assist their clients with establishing and maintaining...
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...
Gain a thorough understanding of IRAs and inherited IRAs and advise your clients with confidence.This information is specially designed for those who advise their clients on inherited IRA and qualified plan...
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...
Gain an understanding on how to include benefits in an estate plan.Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and unintended...
CLE credit available
Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients. Many financial planners assist clients with estate planning, at least at a summary level and...
Live Webinar October 7, 2020 1:00pm EST
CLE, CPE credit available
Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic.
Live Webinar October 13, 2020 1:00pm EST
CFP, CLE, CPE credit available
Learn about ancillary probate and best practices to avoid it in estate planning. Ancillary probate refers to the process of changing ownership of a piece of property in a state other than where a person lives and dies.
Live Webinar November 6, 2020 1:00pm EST
CLE credit available
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