Real Wealth®

Social Security Strategies

January 9, 2015

10,000 baby boomers are retiring today, tomorrow and every day after that for the next 18 years! 

Business Brilliant

December 12, 2014

What if you could learn from the CEOs of the fastest-growing companies in the world?  Real Wealth® brings you a taste of MDRT with this month’s Power…

The Main Street Philanthropy Experience

October 10, 2014

Would you like to breathe life into your practice and the lives of your clients?  Would you like to create an environment that fosters deeper communication,…

The 5 W’s of Chronic Illness

September 12, 2014

Have you thought about life events that your clients can’t plan for? Dr. Bob has! Robert Pokorski, MD, Vice President & Medical Director of Individual…

Instant IRA Success

May 9, 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…

Trust & Communication when Transferring Wealth within the Family

April 11, 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…

Harnessing the Power of the Zero Percent Tax Bracket

March 14, 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…

Individual Tax Returns: A Treasure Trove of Sales Ideas

January 12, 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…

Tax, LTC and Legacy Planning Strategies for the Middle Class

November 8, 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…

Moving Clients from “Charitable Giving 101” to “Charitable Giving 401”

October 11, 2013

Joining us this month is Alan Pratt, Leader in Advanced Life Insurance Designs and Chief Ambassador of The International Association of Advisors in Philanthropy (AIP)….

Five Major Tax Breaks for Business Owners

September 13, 2013

Learn how to turn your income tax into tax income with these tax breaks for business owners! There are so many opportunities to reduce or save…

How to Help your Clients THRIVE in Retirement by Using a “Divide and Conquer Strategy”

August 9, 2013

Retirement challenges facing Baby Boomers today have never been more complex and frightening; extreme market volatility, national and consumer debt crisis, inflation on the horizon,…