Advisor/Client Workshop (The Truth About Estate Planning):

Date:  January 20, 2010

Place:  Champions Run Country Club, 13400 Eagle Run Drive, Omaha, NE

Times:  Noon and 6:30

Complimentary lunch or dinner will be served, therefore please call our office for reservations at least 2 days in advance.

This informational workshop is free of charge and is open to all planning professionals and their clients.

This workshop serves as an introduction to the benefits of modern planning strategies.  The techniques utilized today address many issues not even considered in traditional planning.  Learn how estate plans can be tailored to the goals of your clients and their loved ones.  Learn how our planning process puts your clients' goals first in preparing their plan.  This workshop is always well received by those attending.

CONTINUING EDUCATION -

21st Century Wealth Planning:

Approved for 12 Hours of Continuing Education for Nebraska Insurance Agents (Life), CPA's & CFP's

Dates:  None scheduled at this time

Place:  Bellevue University - West Campus, 2810 N. 118th St., Omaha, NE

Time:  8:30 am - 12:30 pm (MUST be signed in from 8:30 to 12:30 to receive credit)

Traditional planning strategies hold many pitfalls.  Learn the shortcomings of traditional planning, as well as the benefits of the latest planning strategies.  Topics include:  Current revocable living trust techniques; the Exemption Maximizer technique; Spousal Gifting Trusts; effective Life Insurance Trusts; LLC planning with the Wyoming Close LLC; and many others.

21st Century Wealth Planning for High Net Worth Clients:

Approved for 8 Hours Continuing Education for Nebraska Insurance Agents (Life), CPA's and CFP's

Dates:  None scheduled at this time

Place:  Bellevue University - West Campus, 2810 N. 118th St., Omaha, NE

Time:  8:30 am - 12:30 pm (MUST be signed in from 8:30-12:30 to receive credit)

Larger estates offer greater opportunity for saving taxes and expenses.  At the same time, these estates offer greater challenges for the Planning Porfessional.  Learn how to leverage and layer planning tools to achieve the goals of families with larger estates.

FOR RESERVATIONS CALL 496-3432 or (Toll Free) 888-496-3432