Tag: Planning
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 Compression Techniques: Making Things Smaller Freezing Techniques: Keeping Things the Same Leveraging Techniques: […]
The Ten Unique Stewardship Dilemmas Affluent Christians Face (SPP 800)
Lifestyle Dilemmas vs Wealth Transfer Dilemmas vs Philanthropic Dilemmas In this course we look at the 10 unique stewardship dilemmas that affluent families face, and how to assist them in overcoming these dilemmas. Dilemmas The Bigger Barns Dilemma The Prisoner of My Own Success Dilemma The It’s Lonely at the Top Dilemma The Next Generation […]
A Virtues-Based Approach to Planning (SPP 700)
Unpacking the Three Approaches to Estate Planning There are three approaches to estate planning: a tax approach, a values approach and a virtues approach. In this course we highlight why the virtues-based approach is the most effective and the most enduring. Topics Unpacking the three approaches to wealth planning practiced today Growing a strong family […]
Case Study #2: The Craig Family (PCS 200)
The process in this study creates Intentional Transformation for families and businesses by guiding them to discover the greatness, growth, governance and generosity in their story.
Case Study #1: The Bennett Family (PCS 100)
The process in this study creates Intentional Transformation for families and businesses by guiding them to discover the greatness, growth, governance and generosity in their story.
Extraordinary Opportunities for Extraordinary Believers (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 Giving Appreciated Assets Charitable Remainder Trusts (Enhanced Income Trusts) Charitable Remainder […]
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 Understanding the characteristics and applications of traditional planning tools Defining the best assets for use of each planning tool Handout Understanding and […]
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 […]