Our menu of full-length and mini programs is broad.  Half is targeted at individuals and families, and the other half is for business owners and executives.  Grasp valuable planning information in your home or office at anytime.    Full-length programs run in excess of one hour.  Mini programs range in length from 10 to 40 minutes.  The mini presentations make it possible for a viewer to learn about a specific topic, such as Social Security, without having to watch the entire full length program.  Please note that some mini programs are excerpts from full length programs.

Free Full Length Program Menu (an upgrade optional written memorandum and a related online learning quiz is available for each of these eight programs for $12 per program)

  • Wills and Estate Planning: The Key Questions Every Couple Should Discuss – Running Time: 1 hr, 4 min, 34 sec.
  • Planning for Kids:  Money for Kids, Trust Basics, and Contingency Challenges – Running Time: 1 hr, 6min, 3 sec    
  • Retired or Getting Close:  The Ten Tough Planning Questions – Running Time: 1 hr, 25 min, 43 sec
  • Transitioning Your Business to the Next Generation – Running Time: 1 hr, 22 min, 40 sec
  • Buy-Sell Agreements: Design Smart, Protection Yourself, Avoid Mistakes –  Running Time: 1 hr, 10 min, 57 sec
  • C Corp, S Corp or LLC? Choosing the Best Entity Form  – Running Time: 1 hr, 11 min, 53 sec
  • ABC’s of Corporations: A Primer on Corporations  –  Running Time: 1 hr, 32 min, 20 sec
  • Your Business – Keep or Sell?  – Running Time: 1 hr, 11 min, 12 sec  

Free Mini Individual and Family Programs

  • Can We Count on Social Security? – Running Time: 16 min, 34 sec
  • Basic Tax Information All Should Know – Running Time: 26 min, 52 sec
  • Funding Future College Costs  –  Running Time: 32 min, 25 sec
  • Developing a Smart Spending Plan  –  Running Time: 27 min, 11 sec
  • Income Perspectives in Changing Times –  Running Time: 30 min, 12 sec
  • Medicare, Medicaid, Healthcare Reform –  Running Time: 23 min, 15 sec
  • Probate – Try to Avoid or Not? –  Running Time: 11 min, 49 sec
  • Becoming a Better Risk-Taker – Running Time: 14 min, 9 sec
  • Advice from Others & Picking Experts – Running: Time 12 min, 30 sec
  • Estate Taxes – Need We Be Concerned?  –  Running Time:  24 min, 42 sec

Free  Mini Business Programs

  • C and S Corporation Tax Basics – Running Time: 34 min, 12 sec
  • Understanding Key Corporate Documents – Running Time: 19 min, 39 sec
  • Protection From Employees’ Actions – Running Time: 26 min, 45 sec
  • Antitrust Perils & Naked Truths – Running Time: 17 min, 59 sec
  • Five Big Corporate Planning Regrets – Running Time: 17 min, 58 sec
  • Tips on Firing a Difficult Employee – Running Time: 19 min, 4 sec
  • Phasing Out Without Selling Out – Running Time: 16 min, 45 sec
  • Securities Law Missteps & Misconceptions – Running Time: 23 min, 1 sec
  • Shareholder Agreement Basics – Running Time: 33 min, 41 sec
  • Employment Agreements: Myths & Money – Running Time: 23 min, 43 sec

Three-Part Comprehensive Program “The Lowdown on Money and Marriage” – Running Time: 3 hr, 7 min, 47 sec (Three Parts) – Cost $20
Two-Part Comprehensive Program “Graduating: Time to Talk Money” –  Running Time: 2 hr, 27 min, 19 sec (Two Parts) – Cost $15

 

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