Sentences with phrase «estate planning strategies learned»

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

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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.
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