Family Wealth Management
Monthly Teleseminar Education Event Archive
Audio recordings of previous monthly Family Wealth Management teleseminars are available for instant download. In many cases, transcripts and/or workbooks may also be available.
To get instant access to our previous teleseminars, just click on the "Download Now" button to the right and you will be taken to a page where you will enter your name and e-mail address.
(To signup for upcoming teleseminars, visit our Teleseminar Registration page.)
Leaving a Meaningful Legacy Beyond Money
January 19, 2010
Speaker:
Mark Colgan, CFP
Details:
Please join host Marty Higgins as he interviews Mark Colgan of Plan Your Legacy and Colgan Capital. During this informative and educational presentation you will learn:
- What is Legacy Planning?
- 3 Simple Steps you should know
- How to Be Inspired
Social Security
December 9, 2009
Speaker:
Connie Nichols, VP Retirement Planning
Black Rock
Details:
Coming soon
Working with Divorcing Clients:
Little Known Facts about How to Help Them
November 9, 2009
Speaker:
Carol Ann Wilson, Divorce Attorney
Details:
Please join Marty Higgins as he hosts Carol Ann Wilson, an expert in her field as a Certified Financial Divorce Practitioner (and also a CFP). Topics for this informative and educational presentation will include:
- Divorce Statistics
- Splitting the House: Tax laws and more…
- Maintenance/Alimony and Child Support
- Divorce and Pensions
Charitable Giving Techniques & Opportunities:
How To Increase Your Income Now
And Leave A Legacy Later
October 14, 2009
Speaker:
Jennifer Clarke - American Cancer Society
Details:
Coming Soon
Preparing for the Roth Conversion Opportunity:
Why Convert Retirement Assets To A Roth?
September 10, 2009
Speaker:
Doug Ewing, JD, CFP
John Hancock
Details:
On this call, you will learn about:
- The current market provides a low-cost conversion
- Hedge against increasing income tax rates
- Gross up the value of retirement accounts
- Tax diversification
- Social Security Planning
- Tax loss harvesting
- Reduce taxable estate
- Trust planning
- Tax exempt stretch
Trusts vs. Your Trustees
August 12, 2009
Speaker:
Jim North, Attorney
AST Capital
Details:
Coming Soon
Avoiding Caregiver Burnout
April 8, 2009
Speaker:
Carol Solomon, Geriatric Care Expert
CHS Geriatric Care
Details:
Coming Soon
Tax Laws in 2009 & Giving
March 4, 2009
Speaker:
Joe Kempter
Kulzer DiPadova
Details:
Coming Soon
Planning Now for College
February 11, 2009
Speaker:
John Nettleton, CPA, CFP®, CCPS
Details:
Coming Soon
Macro Overview of Capital Markets
January 14, 2009
Speaker:
Bill Cheney, Chief Economist
John Hancock
Details:
Coming Soon
A Guide to Keeping Seniors Home For Life
December 15, 2008
Speaker:
Valerie Van Booven
1st Mariner Mortgage
Details:
Coming Soon
Long Term Care - How To Protect Yourself
November 17, 2008
Speaker:
Craig Kinsey, Director of Sales and Marketing
Cadbury At Home
Details:
Coming Soon
Estate Planning / Trusts
September 15, 2008
Speaker:
Doug Fendrick
Attorney At Law
Details:
Coming Soon
Reverse Mortgages
August 11, 2008
Speaker:
Sue Haviland
Next Generation Mortgage
Details:
Coming Soon
Learn How to Protect Yourself From ID Theft Today!
July 14, 2008
Speaker:
Paul Joslow
Certified Identity Theft Risk Management Specialist
Details:
Coming Soon
Hospice Care
June 16, 2008
Speaker:
Joanne Rosen
Samaritan Hospice
Details:
Coming Soon
Meaningful Diversification
May 12, 2008
Speaker:
Sean Clark
Clark Capital Management Group
Details:
Coming Soon
Geriatric Care:
What Options Do You Have For Your Loved One?
March 17, 2008
Speaker:
Carol Solomon
CHS Geriatric Care, Inc.
Details:
Coming Soon
How to Pick and Keep The Right Advisor
February 25, 2008
Speaker:
Jack Waymire
Paladin Registry
Details:
Coming Soon
Know Your Financial DNA
Janaury 21, 2008
Speaker:
Hugh Massie
Financial DNA
Details:
Coming Soon
Morningstar Update
December 10, 2007
Speaker:
Kunal Kapoor, Morningstar
Details:
Coming Soon
If you need assistance with a download, please contact us now!