Asset Protection Seminar in San Diego
(ContentDesk) September 18, 2005 -- Most everything you need to know about asset protection planning will be described at a seminar on October 21, 2005 at the Manchester Grand Hyatt in San Diego, California by Jacob Stein, Esq. a Los Angeles attorney and a nationally known expert in the field.Stein will explore the range of practical plans that can insulate individuals and businesses from existing or future creditors and plaintiffs, including community property, domestic and foreign trusts, corporations, limited liability companies, retirement plans and other ethical and effective tools.Stein also will explain in practical terms how specific assets common to most Americans can be protected, such as the home, bank and brokerage accounts, a business, rental real estate and retirement plans.The seminar, which is open to the public, is certified for continuing legal education for attorneys, CPAs and financial planners. It also is open to company executives and business and real estate owners. The program, which will run from 8:30 a.m. to 4:30 p.m., is sponsored by Lorman Education Services.
The cost of attendance is $339.
Contact Lorman at 866-352-9539 to register.About Jacob Stein: A partner in the law firm of Boldra, Klueger & Stein, LLP, he is a frequent speaker and an author of numerous articles on asset protection planning. He frequently lectures to other attorneys, accountants, financial planners, corporate executives and business owners on asset protection planning and advanced tax planning topics.
His articles have appeared in numerous trade and nationwide publications.
He is well known for his ability to make a complex subject easy to understand.
His seminars are usually described as informative, lively and engaging..
Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors
Bingham Farms, Mich. (ContentDesk) June 14, 2006 -- Asset Planning Strategies (APS), a Michigan branch of First Allied Securities and the investment advocate of estate, tax, financial planning and money management services to the Great Lakes region, announced today that professional money manager Ken Stern will speak at an upcoming wealth management seminar exclusively for accredited investors. The special seminar entitled Wealth Management with Ken Stern is scheduled for Thursday, June 29th, 2006 at Andiamos Restaurant in West Bloomfield, Mich.
Stern is the host of WJR 760 AM Saturday broadcast of Your Money & Ken Stern, sponsored each week by Asset Planning Strategies.
Stern also is the president and founder of Ken Stern & Associates, Inc., having earned the Certified Financial Planner" certification from the Board in Denver, Colorado.Accredited investors may register for the seminar by calling 1.877.728.7878 or visiting
Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors 
Financial planning > Asset Planning Strategies to Host Wealth Management Seminar with Ken Stern for Accredited Investors
New Jersey Real Estate Lawyers
Investing or selling real estate will probably the largest transaction you will undertake. In addition to the enormous financial commitment, real estate buyers and sellers face numerous details and a lapful of paperwork, much of which has been drafted in indecipherable legalese. It is indeed a difficult task for an individual to handle and fulfill these formalities successfully and without any complications on his own. With so much at stake, it is always advisable to hire a real estate lawyer to handle real estate transactions and deals.
Real estate lawyers have expertise and regular practice in the field of wills, trusts, probate and estate planning.
These lawyers can be the best guides to give you sound legal advice as you put your estate selling or buying plan into place. Estate-planning attorneys are subject to the regulations of state bar organizations. Many of these organizations have continuing education requirements, as well as liability insurance in case...
New Jersey Real Estate Lawyers
Financial planning > New Jersey Real Estate Lawyers
Women Business Owners: Work Less, Make More
Brent Dees, coach and financial planner for small business owners, spoke recently to the Triad Chapter of the National Association of Women Business about how to work less and make more. "Many business owners hit the entrepreneurial ceiling, where they are working more and making less. They often don't recognize when it is time to give up some duties to others in the company so they can focus on owning and growing the business," says Brent Dees, president of Brent Dees Financial Planning. "I teach a process called Focus Four that allows entrepreneurs to determine what you want to accomplish and develop a track to accomplish it." Dees advises: - understand you can't accomplish everything- replace control with leadership and coaching- replace doing with delegation and mentoring- implement systems policies and procedures that will replace direct control???If you'd like to book Brent Dees to speak to your group of business owners, contact Harry Hoover, 704-953-3406. ???Brent Dees, CFP, CSA...
Women Business Owners: Work Less, Make More
Financial planning > Women Business Owners: Work Less, Make More
Asset Planning Strategies Launches New Web Site
Bingham Farms, Mich. (ContentDesk) May 25, 2006 Asset Planning Strategies (APS), a Michigan branch agency of First Allied Securities and the investment advocate of estate, tax, financial planning and money management services to the Great Lakes region, announced today the launch of a redesigned corporate Web site at www.assetplanningstrategies.com.
The new APS Web site contains information on all of the firms services including retirement planning, tax planning, estate planning, money management, and 401(k) rollovers. Clients and prospects will find valuable resources at the new site such as upcoming workshop schedules, financial calculators, and information-packed newsletters and articles.The new Web site will communicate future topics and invited guests on the Asset Planning Strategies sponsored radio broadcast show Your Money & Ken Stern, which airs on WJR 760 AM every Saturday afternoon. The new site...
Financial planning > Asset Planning Strategies Launches New Web Site
FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?
First Published Fall 1993 Eight years ago I was discussing a Financial Planning recommendation with a Judge. He made the comment that he was reluctant to accept recommendations from a 'Financial Planner' because he knew of a lawyer in Vancouver who had been disbarred for misuse of his client's trust funds and was now doing business as a 'financial planner'. Unfortunately, anyone can call themselves a 'Financial Planner. This is true of many professions. Anyone can hang out a shingle as an Accountant.
But, they cannot call themselves a Chartered Accountant unless they have completed a course of studies and are a member in good standing of their professional association. It is a shame that, after all of the financial degrees and courses I had taken that I still had to compete with a disbarred lawyer. When I left the meeting with the Judge I was determined to do something to make sure I would stand out above the crowd. It is sad to say but many in our business are not very honest...
FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?
Financial planning > FINANCIAL PLANNERS! HOW DO YOU TELL THE DIFFERENCE?
Fee-Only Financial Planning
Dallas/Fort Worth, TX (ContentDesk) August 5, 2005 -- So you are looking for an objective financial planner or advisor?
You have read the articles and are convinced that you want to work with a financial professional that does not work for commissions but instead works for you.
While it may seem like a straightforward request, the vast array of financial terms can lure you to an advisor that on the surface appears to work for fees as opposed to commissions, but as you dig deeper you may find that this fee advisor may in fact work for both fees and commissions or simply just for commissions.The regulatory bodies that police the world of financial advisors have left great latitude as to what terms financial advisors use to describe themselves and their services.
As a result, a great number of consumers are finding that locating a true "fee-only" financial advisor is difficult.
In fact, over 600,000 individuals are licensed to sell financial products...
Financial planning > Fee-Only Financial Planning
New Jersey Real Estate Lawyers
Investing or selling real estate will probably the largest transaction you will undertake. In addition to the enormous financial commitment, real estate buyers and sellers face numerous details and a lapful of paperwork, much of which has been drafted in indecipherable legalese. It is indeed a difficult task for an individual to handle and fulfill these formalities successfully and without any complications on his own. With so much at stake, it is always advisable to hire a real estate lawyer to handle real estate transactions and deals.
Real estate lawyers have expertise and regular practice in the field of wills, trusts, probate and estate planning.
These lawyers can be the best guides to give you sound legal advice as you put your estate selling or buying plan into place. Estate-planning attorneys are subject to the regulations of state bar organizations. Many of these organizations have continuing education requirements, as well as liability insurance in case...
New Jersey Real Estate Lawyers
Financial planning > New Jersey Real Estate Lawyers
Financial planning Asset Protection Seminar in San Diego pool table
Financial planning Asset Protection Seminar in San Diego weight loss
Financial planning
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