We had a very busy consumer spending day the day after Thanksgiving in stores and on-line through “Cyber Monday.” It shows that Americans have faith in better days ahead in spite of the lack of leadership by their chosen representatives in Washington. By nature we are an optimistic people who will do the hard work... [Read More]
Category: Estate Planning
Client and Family Workshop Well Received
“You were in great form” is always a good thing to hear from a client after a presentation to them and their family. Families are home for Thanksgiving, so that is why my clients in my Formal Update Program, The LifePlan System™, are encouraged to attend my worship with their loved ones. We met Saturday... [Read More]
Professionals Class Well Received
Eighty-six percent (86%) of attendees of my workshop last Tuesday gave it the highest “very useful” rating, with 14% giving it the next highest “will be useful” rating. The Financial and Insurance Professionals said they enjoyed hearing about how Trusts work, IRA planning, Personal Protection if you own rental property, the different uses of Life... [Read More]
Financial and Insurance Professional Workshop
Financial and Insurance Professional Workshop on November 8 at 4:00 p.m. On Tuesday, November 8, from 4:00 p.m. to 6:00 p.m., at Pack Place Board Room, I will be leading an educational workshop for Financial and Insurance Professionals approved for two (2) hours of continuing education credit by the N. C. Department of Insurance. We... [Read More]
Al Davis Had Thorough Estate Planning
Al Davis, majority owner of the Oakland Raiders of the National Football League, died this past weekend. He reportedly did thorough Estate Planning with a skilled Estate Planning Attorney. This may allow the Raiders to remain with his widow and son even after his widow passes. The St. Louis Rams, Miami Dolphins, and Washington Redskins... [Read More]