Henry Whiffen - 2009 Symposium

As your client evaluates their future, whether or not they will have enough income, or if their retirement situation is set, they will need to make a clear and distinctive means of viewing these important items. Henry Whiffen's 16 Comprehensive Steps gives you a process for evaluating and implementing the things that are most valuable to your client.

Don't miss the Audio presentation that accompanies this 16 step process slide set. Click here to learn more.

For the article companion of this slide set,
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Notice: These slides are provided "as is" from their respective author(s).  User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

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Learn more about Henry's unique 16 Steps in the Family Wealth Preservation Process. This article will take you through each step individually and includes an itemized list of what each step looks like. From the initial meeting with your client, to meeting with the beneficiaries, Henry provides the reader with a step by step comprehensive approach.

To view the slide set companion of this article, click here.

To view the audio companion of this article, click here.

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During the 2009 Symposium, Henry Whiffen presented the Four-Legged Stool approach, including Financial Capital, Human Capital, Business Capital, and Social Capital. Learn how Henry strategically uses the Stool approach to comprehensively change our paradigm and subsequently change the paradigm of others.

You can also listen to the audio version of this presentation by clicking here.

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MEMBER PRICE FOR THIS PRODUCT IS $45 FREE

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During the 2009 Symposium, Henry Whiffen presented the Four-Legged Stool approach, including Financial Capital, Human Capital, Business Capital, and Social Capital. Learn how Henry strategically uses the Stool approach to comprehensively change our paradigm and subsequently change the paradigm of others.

You can also view the slide set version of this presentation by clicking here.

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MEMBER PRICE FOR THIS PRODUCT IS $9 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Running Time: 5 min, 12 sec

Listen as Henry Whiffen and B. Ray Anderson take you through a sample Advanced Strategy Case Review from our 2009 APN Symposium.

For more audio and slide set presentations, see our 2009 Symposium Education Track

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Running Time: 73 min, 40 sec

Author of Success, Henry Whiffen, and guest speaker, B. Ray Anderson, discuss the various techniques used in their Sample Cases. Although there are numerous techniques that work in real life, most cases do not use those techniques in even large estate situations. Learn more about which techniques these top practitioners use in their Sample Cases.

If you haven't had a chance to listen to Henry's Sample Case Audio files, click below to learn more:

Sample Case 1
Sample Case 2
Sample Case 3

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Running Time: 46 min, 51 sec

As your client evaluates their future, whether or not they will have enough income, or if their retirement situation is set, they will need to make a clear and distinctive means of viewing these important items. Henry Whiffen's 16 Comprehensive Steps gives you a process for evaluating and implementing the things that are most valuable to your client.

Don't miss the slide set that accompanies this 16 step process slide set. Click here to learn more. Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

NON-MEMBER PRICE FOR THIS PRODUCT IS $19
MEMBER PRICE FOR THIS PRODUCT IS $19 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here

Running Time: 41 min, 59 sec

The Tools and Technique Matrix is an excellent reference that addresses the advantages and concerns of each planning strategy. Keep this Matrix on-hand for a quick go-to guide.

NON-MEMBER PRICE FOR THIS PRODUCT IS $25
MEMBER PRICE FOR THIS PRODUCT IS $25 FREE

To enjoy this product for free as a member or to learn more about membership rates, click here