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

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 77

Charitable Planning Estate Planning Retirement Planning Tax Planning 77

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

Robert B. Ritter Jr.

APRIL 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the Premium Financing System and Wealthy and Wise® ) This Blog describes combining our Premium Financing and Wealthy and Wise® Systems to produce a powerful wealth planning concept called “Zero Estate Tax,” Most clients prefer comparing their (..)

Financial Services 40

Financial Services Taxes Planning Clients 40

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Brown Advisory

JUNE 16, 2016

Market circumstances at any given time can often present timely opportunities for planning steps. In 2016, low interest rates and the prospect that rates may rise presents just such an opportunity. Planning Tool: GRAT. Take Advantage of Current Conditions. Clear the Hurdle.

Planning 52

Planning Taxes Assets Clients 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