Ten Creative Giving Strategies for Your Planning Toolbox (PTS 400)
Understanding Why Cash is Least Effective When Giving In this course we consider 10 effective ways to give to the Kingdom besides cash. You will understand how the tools work and the amazing results they produce for the family and for the Kingdom. Topics Video Handout Ten Creative Giving Strategies for Your Planning Toolbox (PTS […]
Combining Various Tools To Optimize Planning Outcomes (PTS 200)
Supercharge Planning Results There are a number of very powerful planning tools that can be utilized in the planning process, but when you can combine two or more of these tools into a single planning strategy, the results are “off the charts.” In this course, we show you how to effectively combine various charitable and […]
Understanding and Using the Traditional Planning Tools (PTS 100B)
Characteristics, Applications, Best Assets for Use This course highlights the traditional planning tools most commonly used in estate planning. We discuss how they work and which assets work best with each tool. Topics Video Handout Understanding and Using the Traditional Planning Tools (PTS 100B) Related Resources
Overcoming Obstacles to Generous Giving (ESC 700)
Spiritual, Emotional, Financial Barriers to Generosity Most people would say “yes” when asked if they would like to give more than they do. But there are a number of spiritual, emotional and financial obstacles that prevent people from being more generous than they are. When you know what these obstacles are, you can address them […]
Conducting a Client Discovery Retreat and Effective Family Meetings (ESC 600)
Problems to Be Solved, Opportunities to Be Seized One of the most critical aspects to effective planning is figuring out the “destination” before you start giving a client directions. This course outlines how to conduct a retreat that lets you discover far more than financial objectives. It will help you discover the two great motivators […]
Becoming Your Client’s Most Trusted Advisor (SPP 300)
Setting Yourself and Your Practice Apart in the Overcrowded Marketplace How do you set up your practice and what services should you provide so that your clients will look to you first among all their advisors (attorney, accountant, insurance agent, money manager, etc.)? Trust has far less to do with experience or knowledge than it […]
Answering the Three Required Foundational Planning Questions (ESC 300)
Helping Client’s Maximize Planning Outcomes There are three foundational questions that need to be answered for a family to create a comprehensive and integrated plan. In this course, we discuss these questions and describe how to use them to help your client’s maximize strategic planning outcomes. Topics Video Handout Answering the Three Required Foundational Planning […]
Inheritance Planning and Heir Preparation (ESC 800)
Maturity Markers and Inheritance Readiness Without a doubt, the most complex area of planning is inheritances. There is nothing more devastating than an ill-thought-out inheritance plan. In this course, we learn how to use “maturity markers” to help parents and grandparents objectively assess the readiness of their heirs to receive an inheritance. We will also […]
Understanding and Using the Charitable Planning Tools (PTS 100A)
Optimizing Planning Outcomes This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes. Topics Video Handout Understanding and Using the Charitable Planning Tools (PTS 100A) Related Resources
The Collision of Biblical and Secular Worldviews in Planning and Giving (ESC 200)
Are You Asking Your Clients the Right Questions An advisor’s personal worldview has a massive impact on how he or she provides guidance. Tragically, even Christian advisors do much of their planning from a secular perspective because this is how they were trained. In this course, we identify where secular and biblical worldviews collide and […]