Wills and Estate Planning: Key Questions Every Couple Should Privately Discuss (Upgrade with Memorandum and Learning Quiz)

An engaging and understandable presentation of the key questions about wills and estate planning that every couple should privately discuss in developing a plan to protect their family.  Designed for couples of all ages, students and planning professionals.  Running Time:  1 hour; 4 minutes; 26 seconds.  The video presentation is accompanied by a 18-page transcript memorandum and an online learning quiz.  For more information on this program, visit this program”s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT121

Price: $12.00

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Planning For Kids: Money for College, Trust Basics, Contingency Challenges (Upgrade with Memorandum and Learning Quiz)

A practical, understandable, bottom line presentation of key planning issues that parents of minor children should know about.   Running time: 1 hour; 7 minutes; 10 seconds.  Designed for parents of minor children, students and planning professionals.   The video presentation is accompanied by a 17-page transcript memorandum and an online learning quiz.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT122

Price: $12.00

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Retired or Getting Close? The Ten Tough Planning Issues (Upgrade with Memorandum and Learning Quiz)

An insightful, understandable presentation of the ten tough planning issues that should be considered by those who have retired or who are getting close to retirement age.  Running Time:  1 hour; 25 minutes; 43 seconds.  Designed for retirees, those close to retirement, students and planning professionals.   The video presentation is accompanied by a 22-page transcript memorandum and an online learning quiz.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT123

Price: $12.00

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Family Businesses: Strategic Succession Planning for the Next Generation (Upgrade with Memorandum and Learning Quiz)

An engaging presentation that examines the challenges of transitioning a business to the next generation, including essential elements, traps to avoid, and various strategies.  A case study is used to illustrate the concepts.  Running Time: 1 hour; 22 minutes; 13 seconds.  Designed for family business owners, executives, students and planning professionals.  The video presentation is accompanied by an online learning quiz and a comprehensive 44-page memorandum that includes footnoted citations.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT124

Price: $12.00

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Buy-Sell Agreements: Design Smart, Protect Yourself, Avoid Mistakes (Upgrade with Memorandum and Learning Quiz)

A practical discussion of the all-important Buy-Sell Agreement, including why so may are defective, the key components, and common mistakes to avoid.   Running Time: 1  hour; 10 minutes; 57 seconds.  Designed for business owners, executives, students and planning professionals.  The video presentation is accompanied by an online learning quiz and a 21-page memorandum that includes footnoted citations.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT125

Price: $12.00

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C Corp, S Corp or LLC? Choosing the Best Entity Form (Upgrade with Memorandum and Learning Quiz)

A understandable, practical presentation of the key factors that should be considered in determining whether a C corporation, S corporation, or LLC would work best for a business.  Mini case studies are used to illustrate the concepts.  Running time: 1 hour; 11 minutes; 53 seconds.  Designed for business owners, executives, students and planning professionals.  The video presentation is accompanied by an online learning quiz and a comprehensive 38-page memorandum that includes footnoted citations.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT126

Price: $12.00

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The ABCs of Corporations: A Primer on Corporate, Tax and Securities Basics (Upgrade with Memorandum and Learning Quiz)

A practical primer discussion on the basics of corporations – why to use, the formation process, governing laws, the actors, taxes, securities laws, and more.   Running time:  1 hours; 32 minutes; 25 seconds.  Designed for business owners, executives, students and planning professionals.  The video presentation is accompanied by an online learning quiz and a 27-page memorandum that includes footnoted citations.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT127

Price: $12.00

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Your Business: Keep or Sell? (Upgrade with Memorandum and Learning Quiz)

An engaging presentation of the fundamental “Keep vs. Sell” decision faced by many business owners – common mistakes to avoid, key transition business indicators, look-back planning plunders, and the ultimate keep dilemma.  A case study is used to illustrate the concepts.   Running Time: 1 hr; 11 min; 12 sec.  Designed for business owners, executives, students and planning professionals.  The video presentation is accompanied by an online learning quiz and a 24-page memorandum that includes footnoted citations.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT128

Price: $12.00

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Money and Marriage Planning (Three Parts)

A three-part, comprehensive, immensely practical discussion of key basic money challenges and issues that all couples should know about.  Suitable for couples of all ages, with an emphasis on young couples and newlyweds.  Running time for all three parts: 3 hours; 16 minutes: 26 seconds.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT129

Price: $20.00

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Graduating? Time to Talk Money (Two Parts)

A two-part, comprehensive discussion of many basic money challenges and issues that graduates and those starting out should know about.  It’s practical, basic money information on a broad range of topics.  Running time for both parts: 2 hours; 37 minutes: 10 seconds.  For more information on this program, visit this program’s website by clicking the “Individual Program Websites” tab in the footer below.

Item # PT130

Price: $15.00

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