Webinar Library

Welcome to the Power Session LIVE webinar library!

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Instant IRA Success

May, 2014

This month’s Power Session LIVE features Ed Slott, CPA, whose “Instant IRA Success” presentation draws top financial advisors from across the country. Join us May…

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Trust & Communication when Transferring Wealth within the Family

April, 2014

Whether you are selling your ideas to one person, a small group or a large audience, your ability to communicate well is one of the…

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Harnessing the Power of the Zero Percent Tax Bracket

March, 2014

There is a huge freight train bearing down on America and it’s coming in the form of higher taxes. Yet, most Americans continue to accumulate…

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Individual Tax Returns: A Treasure Trove of Sales Ideas

January, 2014

How many of you have studied federal income tax returns? How many of you make it a general practice to ask for copies of the…

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Much More to Come with the Affordable Care Act

December, 2013

Grace-Marie Turner is President of the Galen Institute, a public policy research organization that she founded in 1995 to promote an informed debate over free-market ideas…

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Tax, LTC and Legacy Planning Strategies for the Middle Class

November, 2013

Taxes and their inevitable increase is of common concern to many Americans. Utilization of effective planning tools will reduce this apprehension for clients. During this…

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