52 Results for ‘creating-a-development-plan-beyond-fundraising’
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TopicsConstruction (275)Engineering (87)Land Development (85)Employment & Labor (72)Benefits (65) More
Product TypeOnDemand Course (49)Report (2)Live Webinar (1)
CreditCLE (1)CPE (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is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.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 how to effectively plan with intentionally defective grantor trusts and know the tax issues related to them. Intentionally, defective grantor trusts are a common topic of discussion among estate planners and are...
Live Webinar March 24, 2021 1:00pm EST
CLE, CPE credit available
Gain an understanding on how to use different 529 plans as an effective way to save for future costs of higher education. Investments in 529 plans have reached nearly $250 billion as of mid-2015.
Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...
CLE credit available
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