Family Matters

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Best Ideas from 2012 Study Groups
Speakers: Albert Gibbons, Chuck Baldwin, Justin Smith
Competence: Technical | Level: Broad | Session Rating: | Year: 2013
Categories: Estate Planning/Wealth Transfer, Family Matters
Recording Type: General Session
Create Clients for Life
Speakers: Mayur T. Dalal, MBA
Competence: Skills | Level: Basic | Session Rating: 5.00 | Year: 2020
Categories: Estate Planning/Wealth Transfer, Family Matters
Recording Type: Breakout Sessions
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
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 Have All the Large Cases Gone?
Speakers: Michael Amoia
Competence: Sales | Level: Broad | Session Rating: 4.77 | Year: 2016
Categories: Estate Planning/Wealth Transfer, Family Matters, Techniques
Recording Type: General Session
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

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