Self Study

This program examines how advance care planning, healthcare proxies, and state-specific end-of-life laws intersect to protect patient autonomy, reduce litigation risk, and ensure that end-of-life decisions are honored as intended.

This program explores how childfree clients require fundamentally different financial, estate, and tax planning approaches, emphasizing life-first planning, intentional spending, long-term care preparation, and decision-making structures in the absence of traditional family support.

This program explains how financial advisors can proactively reduce client exposure to lawsuits and creditors by using proper asset titling, entity structuring, and trust-based strategies while navigating state-specific protection rules and fraudulent transfer limitations.

This program provides financial advisors with a practical, rules-based understanding of how IRC §1202 Qualified Small Business Stock works, including eligibility requirements, holding periods, exclusion limits, and planning strategies to help clients potentially eliminate federal capital gains taxes on qualifying business exits.

The webinar featured fee-only insurance advisor Scott Witt, who guided financial advisors through common life insurance and annuity mistakes to help them better serve their clients. He covered key topics such as policy performance drivers, missteps in annuity selection, and strategies for finding cost-effective insurance solutions.

This webinar, led by Larry Blades, provided an in-depth overview of Cash Balance Plans, highlighting their benefits, regulatory requirements, and implementation strategies for maximizing retirement savings and tax deductions. Attendees gained practical insights through real-world case studies, equipping them to advise clients on the suitability of these plans in advanced financial planning.

This program equips financial advisors to guide clients through the financial, legal, and emotional complexities of divorce by addressing pre- and post-divorce planning, housing and retirement decisions, and coordinated strategies that support long-term financial stability.

A practical overview for financial advisors on evaluating rental properties using key performance metrics, risk analysis, and strategic modeling to turn undermanaged rentals into intentional investment decisions.