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Edu Track - Financial Technique Library

Edu Track - Financial Technique Library
Learn more from one of our top practitioners, Henry Whiffen. These audio and pdf files will introduce you to various estate planning solutions. A valuable educational track you won't want to pass up!

This track encompasses both the audio and article portions of Henry's Financial Technique Library.

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Product # SKU207
 
Price: $550.00
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Included Products

#SKU147 16 Comprehensive Steps - Henry Whiffen
#SKU49 A Look at Alternative Entities Affected by Interest Rates Article - Whiffen
#SKU50 AB & ABC (ABQTIP) Revocable Living Trusts and Other Basic Documents ARticle - Whiffen
#SKU56 Article 6: Management - Whiffen
#SKU149 Charitable Remainder Trust - Henry Whiffen
#SKU148 Client Presentations - Henry Whiffen
#SKU43 Engagement Interview - Whiffen
#SKU45 Estate, Gift & Generation-Skipping Tax Perspective - Whiffen
#SKU52 Family Limited Partnership & Limited Liability Co. - Whiffen
#SKU54 Family Limited Partnerships - Whiffen
#SKU55 FLPs, LLCs, & IRC Section 2036 - Whiffen
#SKU154 Grantor Retained Annuity Trust "GRAT" - Henry Whiffen
#SKU59 Grantor Retained Annuity Trust - Whiffen
#SKU61 Installment Sale to an IDIT - Whiffen
#SKU62 Installment Sales to Grantor Trusts - Whiffen
#SKU156 Introduction - Henry Whiffen
#SKU64 Irrevocable Life Insurance Trust - Whiffen
#SKU46 Is Valuation the Best Planning Game Remaining? - Whiffen
#SKU157 Lead Trusts - Henry Whiffen
#SKU47 Limited Partnership/LLC Valuation Factors - Whiffen
#SKU158 Marketing Weaves Through Everything - Henry Whiffen
#SKU41 Marketing Weaves Through Everything - Whiffen
#SKU65 Multi-Generation Trusts - Whiffen
#SKU58 Ninth Circuit Ruling - Whiffen
#SKU53 Partnership in Estate Planning - Whiffen
#SKU153 Psychology of Fees - Henry Whiffen
#SKU42 Psychology of Fees - Whiffen
#SKU57 Recent Case - IRC Section 2036(a)(1) - Whiffen
#SKU63 Retirement Plan Maximizer - Whiffen
#SKU159 Retirement Plan Maximizer RPM - Henry Whiffen
#SKU44 Rules in Transfer Tax Planning- Whiffen
#SKU160 Sample Case Part 1 - Henry Whiffen
#SKU161 Sample Case Part 2 - Henry Whiffen
#SKU162 Sample Case Part 3 - Henry Whiffen
#SKU163 Sharing - Henry Whiffen
#SKU67 Success to Significance: Discovery Pt3 Creating a Perpetual Fam - Whiffen
#SKU66 Success to Significance: Discvry Pt2 Philo & Objctvs - Whiffen
#SKU152 The Engagement Interview - Henry Whiffen
#SKU60 Using a GRAT w/Defective Grantor Trusts - Whiffen

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