Real Wealth®

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,…

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…

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)….

Financial and Emotional Costs of Growing Older

October 12, 2012

With Long Term Care Insurance Awareness Month coming up in November, now’s a great time to familiarize yourself with the opportunities available with this type…