Investing with Biblical Integrity (PTS 700)

The Biblical Responsible Investment Movement Does God care how we invest His resources? This is a profound question that few Christian advisors consider. But as stewards of His resources, it is a question that we should be compelled to ask and to answer. In this course, you will see the biblical basis for this approach […]

The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500)

Optimizing Stewardship Planning In this course we look at four key estate planning techniques that should shape your work with clients: compression, freezing, leveraging, charitable. Each by themselves is very effective, but when you combine them the outcomes are truly extraordinary. Topics Video Handout The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500) […]

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

Successful Wealth Transfer

Of all the issues that affluent parents face in planning, none consumes more time and emotional energy than that of inheritances—and for good reason. There is no area of planning that could be more devastating to a family than an ill-conceived or ill-timed inheritance. I have yet to see an inheritance plan with which parents were entirely satisfied when the actual distributions were clearly outlined for them.

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