Author of Success Advisor Training Single Pack:
The Concepts and Components of Charitable & Tax-Exempt Planning

Pack Includes:
-AoS Charitable & Tax-Exempt Planning DVD (Includes DVD Video, Plus CD Audio version)
-3 Advisor to Client DVDs (one of each: Maximizing Retirement Income, Success & Significance, and What a 1031 Exchange Won't Do)


Charitable & Tax-Exempt Planning DVD Overview (Running Time - over 110 minutes of classroom-style training):

Become a more valuable advisor with the tools of Tax-Exempt Planning
Increase your knowledge and expertise in tax-exempt/charitable planning.  Become a more valued advisor to high net-worth clients.  Develop more comprehensive plans for your clients.  Help them take control of their social capital, enabling them to take dollars that would have been taxed and moving them into charity.  In this video series, you'll learn from planned giving veteran Kelly G. Kidwell, as he teaches The SafetyNet^TM Estate Plan in a live classroom setting.

About the Presenter
APN Author of Success, Kelly Kidwell, CFP^®, CLU^® , LUTCF, ChFC^® , is the President and CEO of Pacific Advisors, Inc., a financial services firm with more than 150 financial representatives.  Kelly built much of his practice and agency around advanced market strategies, including Estate and Charitable planning for high net-worth clients.  He is still a much sough after speaker on Estate Planning, Charitable Planning and Corporate Planning for financial planners, CPAs and attorneys.

About the Advanced Practice Network (APN)
The APN was founded to create and support top producers in the Advanced Markets.  There is no "textbook" for becoming a top advanced markets producer.  It requires entrepreneurial passion for learning uncommon strategies and using superior tools.  The APN is your source for education, best practices, and marketing resources for the Advanced Markets.