Million Dollar Round Table (MDRT)

JULY 21, 2022

Discuss more advanced estate planning, charitable planning and special family issues. This is the new normal, where she is now loving life and moving forward. Help her find her independence through education, motivation and collaboration.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning CFP 97

eMoney Advisor

JANUARY 31, 2023

Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning. We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning.

Education 103

Education Financial Planning Clients Planning 103

eMoney Advisor

NOVEMBER 29, 2022

For even more tax-efficient giving strategies, watch the webinar I recently presented, Top 10 Charitable Planning Strategies for Financial Advisors: Helping Your Clients and Your Business with Charitable Planning. See the Top 10 Giving Strategies.

Charitable Planning 53

Charitable Planning Distribution Taxes Clients 53

Ballast Advisors

SEPTEMBER 5, 2024

Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Let us help you craft a giving plan that reflects your values and maximizes the impact of your generosity. Past performance is not indicative of future results.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Brown Advisory

APRIL 1, 2020

FINANCIAL PLANNING Home Refinance. Mortgage rates are dropping, which presents a possible opportunity to refinance home mortgage debt. Financial Plans. Revisiting existing plans, and their assumptions, may be appropriate. This presents an opportunity to refinance existing notes at a lower rate, or to create new notes.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

It is hard to feel confident about the market’s eventual recovery when we are in the midst of a sharp decline, but the market’s history is a continual cycle of ups and downs, and we believe that the current downturn presents some positive opportunities to take steps that are consistent with your overall plan, while minimizing tax consequences.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Robert B. Ritter Jr.

JANUARY 31, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® Advanced System.) estate planning has escaped the tax bombs Democrats wanted to drop. It looks like U.S.

Taxes 40

Taxes Estate Planning Financial Services Planning 40