Spring, 2009
April 28, 2009
www.weatherby-associates.com
This presentation is focused on mortem trust administration and associated issues. It will cover some important aspects of estate taxes and related returns. It will also address use of the highly effective yet commonly misunderstood 645 election.
May 12, 2009
David Wydom, VP Starmark
Chris Kondracki, VP Transamerica Capital
gheiney@skroback.com
2008 should have removed all doubt that this century requires keen insights and heightened diligence for financial security and business "success." Bono-fide ways for tangible improvements in the three areas of health insurance, investments and income will be provided for the benefit of your clients and to add value to you and your practice.
May 12 Registration Form (PDF)
May 19, 2009
www.clease.com
The ancient tradition of equipment leasing continues to provide modern investment opportunity. With a focus on for income and tax advantages, this presentation will also explore how current and future financial markets may affect this direct investment.
www.RidgewoodEnergy.com
This discussion addresses the characteristics of hard asset ownership in the form of oil and natural gas production. A summary of the exploration and production process will precede an explanation of the inputs found in the investment model. A conversation on the beneficial aspects of non-correlating assets will be followed with details of the tax attributes.
May 19 Registration Form (PDF)
June 2, 2009
www.baconwilson.com
When someone in a family has special needs, it is important to take those needs into consideration when planning for the future. This program will provide an overview of the issues involved in special needs planning, including the use of special needs trusts.
June 2 Registration Form (PDF)
June 9, 2009
www.sesenergy.org
This program will highlight the misunderstood deregulated energy markets and how to get your clients to reduce their risks, volatility and give them price certainty. The presentation will illustrate the differences between competitive suppliers and local distribution companies.
www.ScanlonGroup.com
This program will discuss and illustrate how proper Retirement Plan design can translate gross profit to owner's equity most efficiently. It will utilize case studies and provide an outline for the advisor in choosing the level of TPA services needed and the appropriate costs associated with them.
June 9 Registration Form (PDF)
June 16, 2009
Paul Napolitano, Regional VP, Jackson National Life Insurance
www.franklintempleton.com
Considering the magnitude of our current economic climate and the potential for recovery, Tim and Paul detail the science of RetireMetrics® and how your clients will benefit from the "New Asset Class," namely a guaranteed income benefit implemented as a "core" strategy for the preservation of retirement income.
June 16 Registration Form (PDF)
Post-Mortem Estate and Trust Administration
Henry C Weatherby, JD, CLU, ChFC, CEBS & Jeffrey Rivard, JD Weatherby & Associates, PC, Bloomfield, CTwww.weatherby-associates.com
This presentation is focused on mortem trust administration and associated issues. It will cover some important aspects of estate taxes and related returns. It will also address use of the highly effective yet commonly misunderstood 645 election.
May 12, 2009
Learning from "The Three Little Pigs": A fiduciary perspective on three issues critical to small business & individuals … Health Insurance, Investments & Income
J. Garry Heiney, AIF, CMA, FBS Skroback, Hale and AssociatesDavid Wydom, VP Starmark
Chris Kondracki, VP Transamerica Capital
gheiney@skroback.com
2008 should have removed all doubt that this century requires keen insights and heightened diligence for financial security and business "success." Bono-fide ways for tangible improvements in the three areas of health insurance, investments and income will be provided for the benefit of your clients and to add value to you and your practice.
May 12 Registration Form (PDF)
May 19, 2009
Advantages of Utilizing Non-Correlated Direct Investments and Their Potential Benefit to Portfolio Allocation
Sandy Goldstein, VP Commonwealth Capital Corpwww.clease.com
The ancient tradition of equipment leasing continues to provide modern investment opportunity. With a focus on for income and tax advantages, this presentation will also explore how current and future financial markets may affect this direct investment.
Aspects of Hard Asset Ownership in a Challenging Economy
Drew Zinman, VP Ridgewood Securitieswww.RidgewoodEnergy.com
This discussion addresses the characteristics of hard asset ownership in the form of oil and natural gas production. A summary of the exploration and production process will precede an explanation of the inputs found in the investment model. A conversation on the beneficial aspects of non-correlating assets will be followed with details of the tax attributes.
May 19 Registration Form (PDF)
June 2, 2009
PIanning for Special Needs
Attorneys Gina Barry & Todd C. Ratner, Bacon Wilson, PC, Springfield, MAwww.baconwilson.com
When someone in a family has special needs, it is important to take those needs into consideration when planning for the future. This program will provide an overview of the issues involved in special needs planning, including the use of special needs trusts.
June 2 Registration Form (PDF)
June 9, 2009
Understanding (& Profiting from) Deregulated Energy Markets
Todd Bard, Secure Energy Solutionswww.sesenergy.org
This program will highlight the misunderstood deregulated energy markets and how to get your clients to reduce their risks, volatility and give them price certainty. The presentation will illustrate the differences between competitive suppliers and local distribution companies.
Moving Topline Profits to Owner's Equity
David W. Huber, CLU, ChFC, Scanlon Groupwww.ScanlonGroup.com
This program will discuss and illustrate how proper Retirement Plan design can translate gross profit to owner's equity most efficiently. It will utilize case studies and provide an outline for the advisor in choosing the level of TPA services needed and the appropriate costs associated with them.
June 9 Registration Form (PDF)
June 16, 2009
The New Asset Class for Income Protection
Timothy T. Buckridge, VP, Franklin TempletonPaul Napolitano, Regional VP, Jackson National Life Insurance
www.franklintempleton.com
Considering the magnitude of our current economic climate and the potential for recovery, Tim and Paul detail the science of RetireMetrics® and how your clients will benefit from the "New Asset Class," namely a guaranteed income benefit implemented as a "core" strategy for the preservation of retirement income.
June 16 Registration Form (PDF)