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DVD Programs / CE Events:
Coming February 16 2012
Breakfast
at The Petroleum Club (map)
""Overcoming
Separation Anxiety: Why and How to Separate Your Wealth from Your Business""
Watch for the invitation to this luncheon and informative program.
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Registration: |
8:30am |
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Breakfast: |
8:30am |
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Program: |
9:00 - 11:10am |
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Cost: |
$20.00 for members
and reciprocal members (Cost for CE included in dues) |
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$40.00 for
non-members |
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Cash or Check please |
Video Training Conference (VTC)
Library:
The programs are available for
the use of our members. Please contact Lynn Getz at 210.699.SFSP (7377) for
more information.
August 2011:
"Managing Assets
Earmarked for Retirement"
May 2011:
"The Rising Tide in
Standards of Care: How to Stay Afloat in Turbulent Seas"
February 2011:
"Back To The Future:
Estate Tax Avoidance Planning"
November 2010:
"Health and Wealth
Considerations for the Business Owner"
May 2010:
"What the Client Wants to
Accomplish and How to Make it Happen"
February 2010:
"Income, Income, Income...
For Today's Retirees: Where Will It Come From? How Long Will It Last?"
November 2009:
"Hot Ideas in a Cold Economy:
How Others are Succeeding in Today's World"
May 2009:
"True Confessions of an
Exit Strategy Advisor"
February 2009:
"Different Strokes for
Different Folks: Between Plan Design and Personal Goals the Choices are
Limitless"
November 2008:
"Mom and Pop Are Ready to
Retire, But is Their Money Ready Too? Securing a Comfortable Retirement for
the Small Business Owner"
May 2008:
"The Changing Face of Estate
Planning: As Your Clients' Lives Change, So Should Their Estate Plan"
February 2008:
"Personal Financial Planning
Using Employer-Sponsored Benefits and Tools"
November 2007:
"Managing Your Resources for
Income in Retirement: You're in It for Life"
May 2007:
"Annuity Strategies in
Financial Planning"
February 2007:
"Long Term Care and the
Business Marketplace"
November 2006:
"The Great Debate: Life
Settlements"
November 2005:
"The Complexities of Buy-Sell
Planning"
September 2005:
"Security in Retirement:
Healthy, Wealthy and Wise"
May 2005:
"Park Avenue Meets Main
Street: Family Office Techniques for the Millionaire Next Door"
February 2005:
"Making the Suitable Sale: The
NASD Requirements for Variable Annuities"
November 2004:
"The Dynamics of Trusts in
Response to Legislation"
September 2004:
"Back to Basics: Quantifying
the Life Insurance Need"
February 2004:
"College Funding: What
Financial Professionals Need to Know"
November 2003:
"Planning for the Suddenly
Wealthy"
September 2003:
"Exciting Times Ahead for
Qualified Plans"
May 2003:
"Managing Variable Products to
Achieve Client Goals"
February 2003:
"Advising the Divorcing
Client" |
