Real Wealth® Webinars
Tools of a Top of the Table Advisor
February 12, 2016To be the best advisor, you also need to be a great business person. These three tools will help you propel your business to new…
Out-of-the-Box Thinking: Charitable Planning Opportunities for the Middle Class
January 8, 2016If you’re not already Top of the Table, the ideas from this 1 hour session will get you there. Top of the Table Advisor Jim…
The Main Street Philanthropy Experience
October 10, 2014Would 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, 2014Whether 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, 2013Taxes 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, 2013Joining 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, 2012With 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…