| Making Friends with Life Insurance Professionals - top life insurance strategies |
WealthCounsel 2011 Planning for the Generations Symposium, July 21, 2011 |
2011 |
| Basic Taxes You Need To Be Aware Of |
NBI - Estate Planning Basics - May 16, 2011 - White Plains, NY |
2011 |
| Asset Protection Planning |
NBI - Essential Asset Protection Techniques and Strategies - December 5, 2011 - Long Island, NY |
2011 |
| Beneficiary Defective Inheritor's Trust |
2011 Laureate Gathering - February 25, 2011 |
2011 |
| The Irrevocable Beneficiary Owned Trust |
WealthCounsel 2010 Planning for the Generations Symposium, August 12, 2010 |
2010 |
| Asset Protection Planning: The Techniques, The Implementation, The Marketing |
The Gathering - February 25, 2010 - Southern California Institute and AWSI |
2010 |
| An Attorney's Guide to Asset Protection - Safegarding Your Assets from Would-Be Creditors |
National Business Institute - October 18, 2010 - Long Island, NY |
2010 |
| Drafting Wills & Trusts |
National Business Institute - Drafting Wills & Trusts - May 6, 2010 |
2010 |
| High Net Worth Estate Planning |
Laureate in Wealth Strategies Program - November 4-6, 2010 |
2010 |
| Beneficiary Defective Inheritor's Trust |
Laureate in Wealth Strategies - November 2010 |
2010 |
| High Net Worth Estate and Business Planning |
The Laureate in Wealth Strategies Program - November 5-7, 2009 |
2009 |
| High Net Worth Estate Planning - Presenting the Preliminary Plan |
The Laureate in Wealth Strategies Program - August 2009 |
2009 |
| The Laureate Hour - The Initial Visit - A Process for High Net Worth Clients |
The Gathering - Southern California Institute and AWSI |
2009 |
| Top Ten Estate Planning Techniques |
National Business Institute |
2009 |
| What Every Advisor Needs To Know About Asset Protecton Planning |
Alliance Bernstein Conference |
2009 |
| Estate Planning & Will Drafting - How To Draft Effective Wills & Trusts in New York |
National Business Institute |
2008 |
| Estate Planning For Unmarried Couples |
Eagles - Prudential |
2007 |
| Business Continuation Planning - The Buy/Sell Agreeement |
Continuing Education for CPAs |
2006 |
| The Stand-Alone Retirement Trust |
Advisor Training |
2006 |
| Estate Planning for Accountants |
Continuing Education for CPAs |
2005 |