Powerful Presentations for Estate Planning Attorneys
top ten fatal estate planning mistakes •
estate planning 101 •
saving the family business •
women money & the law
•
blended families, blended estates •
elder law 101
PowerPoint Workshops: $225 each (Digital Download*)
$250 each on CD
These fully-functional PowerPoint workshops (and companion
brochures) complement your SELECT® newsletter marketing. Designed to be presented in approximately
one hour, the content is appropriate for professionals as continuing
education, or for consumers in a workshop/seminar setting. Each program
includes full-color slides with beautiful graphics and photographs, an
outline, and a narrated script. *All orders are processed off-line
during regular business hours, Monday through Friday. When your order is
processed, you will receive an email link with download instructions.
The
Top Ten Fatal Estate Planning Mistakes is a turn-key workshop to help you meet
the challenge of motivating clients and referral sources. This powerful
workshop focuses on the many issues of estate planning, and some of the
most popular mistakes made by people at all levels, from Mom & Pop to business
owners and the the highly affluent.
You may also want to consider purchasing the companion brochure
Common Estate Blunders as a
hand-out or follow-up mailing.
BUY NOW DOWNLOAD •
BUY NOW ON CD
READ FULL DESCRIPTION & VIEW SAMPLES
top
Estate Planning 101 introduces the fundamentals of estate planning as a lifetime process,
including incapacity and death probate, estate tax planning, asset
protection planning, and inheritance protection.
You may also want to consider purchasing the companion brochure
Estate Planning 101 as a hand-out
or follow-up mailing.
BUY NOW DOWNLOAD •
BUY NOW ON CD
READ FULL DESCRIPTION & VIEW SAMPLES
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Saving the Family Business outlines fundamental steps necessary to plan for the survival of the
family business. Includes a brief study of transfer taxes. Explains the
need to identify priorities, challenges and strategies. Includes a case
study.
You may also want to consider purchasing the companion brochure
Business Owner Blues as
a hand-out or follow-up mailing.
BUY NOW DOWNLOAD •
BUY NOW ON CD
READ FULL DESCRIPTION & VIEW SAMPLES
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Women, Money & The Law describes women's unique roles and special needs. Explains the
importance of incapacity planning, estate planning and financial issues
and introduces risks involved.
You may also want to consider purchasing the companion brochure
Women & The Law as a
hand-out or follow-up mailing.
BUY NOW DOWNLOAD •
BUY NOW ON CD
READ FULL DESCRIPTION & VIEW SAMPLES
top
Blended families now outnumber traditional nuclear families. And the
number is likely to grow, based on current divorce statistics and
trends. Target your workshop to those considering marrying again, or
those who are already trying to blend their families, by addressing
their unique estate planning challenges. Also, a great workshop for your
local bar association or area family lawyers.
You may also want to consider purchasing the companion brochure
Blended Family Basics as a
hand-out or follow-up mailing.
BUY NOW DOWNLOAD •
BUY NOW ON CD
READ FULL DESCRIPTION & VIEW SAMPLES
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Good news, bad news. The good news is that Americans are living
longer than ever. The bad news is that we eventually wear out
physically, mentally or both. It is a classic Catch-22. According to
U.S. Census Bureau statistics, today, there are nearly 35 million and by
2010 there will be some 40 million Seasoned Citizens. Thereafter,
due to the graying of the Baby-Boom generation, we will see that figure
jump to 53 million in 2020 and to 70 million in 2030! As this seasoned
population grows, so will the need for Elder Law services. Target this
workshop to seniors, their adult children (Baby Boomers), and their
financial advisors for a timeless spot-on discussion of critical issues.
You may also want to consider purchasing the companion brochure
Elder Law 101 as a
hand-out or follow-up mailing.
BUY NOW DOWNLOAD •
BUY NOW ON CD
READ FULL DESCRIPTION & VIEW SAMPLES
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