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Audio / Visual Library

Audio / Visual Library

The Firm will maintain an Audio/Video Library of educational programs on DVDs. The materials are available to the Client, the Client’s family, and the Client’s advisors. Currently, there is no additional charge for these requested items. Requests are filled on a first-come, first-served basis. Materials are shipped via U.S. Mail.

Videos Currently Available on DVD

    1. 2005 Annual LifeSpan Family Reunion™
    2. 2006 Annual LifeSpan Family Reunion™
    3. 2007 Annual LifeSpan Family Reunion™
    4. 2008 Annual LifeSpan Family Reunion™
    5. 2009 Annual LifeSpan Family Reunion™
    6. 2010 Annual LifeSpan Family Reunion™
    7. 2011 Annual LifeSpan Family Reunion™
    8. 2012 Annual LifeSpan Family Reunion™
    9. 2013 Annual LifeSpan Family Reunion™
    10. Retirement Income Planning
    11. Identity Theft
    12. The New Retirementality
    13. Advanced Planning Strategies
    14. Nuts ‘N Bolts I (Overview)
    15. Nuts ‘N Bolts II (Successor Trustee Training)
    16. How to Ask Nicely for Your Inheritance
    17. Long Term Care Insurance
    18. Retirement Plan Review Program
    19. Mom & Dad Have Died, Now What Happens?
    20. Honoring Life, Honoring Death – Current Trends in Funeral Planning
    21. Asset Protection Planning
    22. Increase Your Healthcare Deducation
    23. Creating Your Personal Legacy Declaration
    24. Charitable Giving
    25. Article by Article Review
    26. Role of a Professional Trustee
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