Webinars, Seminars & White Papers
Wealth Creation & Protection Strategies.
Join us for a discussion of some of today's most powerful wealth creation and preservation strategies. Determine how these strategies might benefit your own growth and preservation efforts.
A former bond broker, Mr. Hale Stewart is a domestic and international taxation attorney. His practice spealizes in tax, asset protection and estate planning, and is based in Austin, Texas. Hale is a Chartered Trust and Estate Planner, a Chartered Wealth Manager, and a Chartered Asset Manager. He is a member of the AAFM's Board of Standards. His book, U.S. Captive Law Insurance Law is a leading resource on captive insurance, its benefits and utilizations.
Mr. Stewart's clients include high net worth individuals utilizing estate planning, asset protection or captive insurance strategies, small companies forming a captive insurance company, as well as larger associations looking to lower their insurance costs.
-Asset Protection Planning
-Life Insurance as an Asset Protection Tool
-Retirement Plans as Asset Protection Tools
-Captive Insurance and Asset Protection
Dates & Locations
Cincinnati: Breakfast at the Queen City Club, 8 - 9:15 am, Thursday, May 17th
Columbus: Lunch at Scioto Country Club, 12 - 1:15 pm, Thursday, May 17th
This event is designed for affluent investors and organizations.
Please RSVP as soon as possible, as seating capacity is limited.
2 Risks, 1 Solution: Long-Term Care & U.L. Insurance.
Life expectancies in the United States have reached an all-time high. And so must your retirement capital live longer, as well.
Unfortunately, one item growing faster than life expectancies is the inflationary rate of health care. Both of these factors make income replacement and long-term care insurance absolute necessities for anyone with intentions to retire safely, and provide for their families.
This twenty minute webinar will explain how you can attain income replacement and long-term care coverage, or simply revitalize your existing Universal Life Policy.
Navigating Volatile Markets in a Post-Downgrade World.
The firm's market analysis and advice for moving forward following S&P's downgrade of U.S. debt.
Creating Alpha / Managing Risk.
Using options to protect downside and enhance returns during volatile markets.
S&P downgrades U.S. debt. European banks struggle with insolvency. Sovereign debt issues throughout Europe repercuss across global markets. This 20-minute webinar provides an overview as to how investors can utilize options contracts to manage risk and enhance volatility.
Click here for replay.
401(k) Fiduciaries and the Fee Disclosure Rules.
With the inception of the new ERISA Section 404 regulations, plan administrators and fiduciaries across the country will have to reevaluate. Analyze the services provided in lieu of fees paid. Weigh their fiduciary responsibilities. Consider the alternatives. This webinar will teach you:
- The ramifications of the new Section 404 regulations
- The impact on plan sponsors and fiduciaries
- How to prepare plan sponsors to meet their fiduciary requirements
- How to effectively manage participant expectations in light of the ERISA Section 404