Episode 25:
Estate Planning Strategies Learned from 36 Years of Practice: Pay - As - You - Go and Fixed Fees, Probate Advice, and the Importance of Cultivating Empathy for Grieving Clients
Not exact matches
Learn best practices to help identify what you seek to achieve with your wealth; educational approaches to engage and prepare the next generation; and trust and
estate planning strategies that will help bring your goals to fruition.
During this FREE interactive session, you will: - Gain perspective on the long - term
planning gaps among the baby boomer generation - Increase your knowledge of the strengths, weaknesses, misconceptions, and uses of HECM loans -
Learn strategies to overcome sequence of return risk during bear markets - Uncover how the HECM will protect equity in the event of another real
estate downturn - Understand the significance of the growing number of affluent families seeking information on HECM loans and why you should be ready to help
Learn how to establish your niche, and create a business
plan and marketing
strategy that will help you succeed in international real
estate.
Defined contribution (DC)
plan sponsors are increasingly
learning from the decades of experience within the defined benefit (DB) market's investment
strategies, which include the prudent use of private commercial real
estate.
Learn the best
strategies for getting your feet wet without paying thousands - Wholesaling, Flipping, Rentals, and More No matter what niche or
strategy you
plan to use to build your real
estate empire, this book can help you proceed.
If you are just getting started in real
estate, I would recommend you start by
learning as much as you can about the specific investment
strategy you are
planning on using.