Multi-Generational Planning
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Family Matters: Strategies to Preserve the Legacy
Speakers
: Meg Muldoon, J.D., LL.M
Competence:
Technical |
Level:
Broad |
Session Rating:
|
Year:
2019
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
Webinar
How Life Insurance Impacted My Family
Speakers
: Jason Mendelsohn
Competence:
Sales |
Level:
Broad |
Session Rating:
5.00 |
Year:
2016
Categories:
Product
,
Life Insurance Products
,
Multi-Generational Planning
Recording Type:
NED Talk
Making the Complex Simple
Speakers
: Brian W. Sak, Sr., CFP, CLU, ChFC
Competence:
Sales |
Level:
Basic |
Session Rating:
4.83 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
Breakout Sessions
Parent and Grandparent Life Insurance Gifting: Unique Uses of this Tax-Advantaged Property
Speakers
: Howard B. Edelstein, CLU, AEP
Competence:
Sales |
Level:
Basic |
Session Rating:
4.25 |
Year:
2020
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
Breakout Sessions
Per Stirpes or Per Capita
Speakers
: Bruce S. Udell, CLU,ChFC,MCEP,RFC
Competence:
Sales |
Level:
Broad |
Session Rating:
4.34 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
NED Talk
Planning for Today's Family
Speakers
: Dalton Raymond, Randy Zipse
Competence:
Sales |
Level:
Basic |
Session Rating:
3.64 |
Year:
2015
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
General Session
The World is Changing - Do Something More
Speakers
: Lee Brower, CLU, ChFC
Competence:
Skills |
Level:
Broad |
Session Rating:
4.87 |
Year:
2013
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
General Session
Vanderbilt Vs Rothschild
Speakers
: Devang M. Patel, Sr., CFP, CLU,ChFC, LUTCF
Competence:
Sales |
Level:
Basic |
Session Rating:
4.60 |
Year:
2018
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
NED Talk
Where's the Sale in 2017
Speakers
: Alan Brown
Competence:
Technical |
Level:
Advanced |
Session Rating:
4.43 |
Year:
2017
Categories:
Estate Planning/Wealth Transfer
,
Family Matters
,
Multi-Generational Planning
Recording Type:
NED Talk
1
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