• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
 

Dec Monthly Webinars

on

  • 389 views

Dec Monthly Webinars

Dec Monthly Webinars

Statistics

Views

Total Views
389
Views on SlideShare
389
Embed Views
0

Actions

Likes
0
Downloads
0
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Dec Monthly Webinars Dec Monthly Webinars Presentation Transcript

    • How to reduce
      income tax's
      How to reduce estate
      tax liability
      Items not covered by
      Your current advisor
      Reducing your income tax’s
      Tax deferral
      IRA strategies wadvisor
      Advanced IRA planning
      wadvisor
      Finding a good investment advisor
      Mutual funds
      Reducing your estate tax’s
      IRA expert wadvisor
      6 questions to ask your advisor
      Chicago financial advisor
      10 rules for 2010
      IRA expert Amir Homayoun Rafizadeh
      December educational Webinars
      Amir Homayoun Rafizadeh, MBA
      Kruse Asset Management/National Business Owner Advisory Council
      Private Business Advisor
      also known as “wadvisor”
    • December Calendar
      2009
      Week
      1
      Week
      2
      Week
      3
      Week
      4
      1st
      Tuesday
      Challenge your
      advisor
      2nd
      Tuesday
      In the
      works
      3rd
      Tuesday
      Google
      strategies
      4th
      Tuesday
      In the
      works
      1st
      Wednesday
      LinkedIn
      Strategies
      2nd
      Wednesday
      In the
      works
      3rd
      Wednesday
      Advanced
      wealth
      management
      4th
      Wednesday
      In the
      works
      1st
      Thursday
      In the
      works
      2nd
      Thursday
      Looking
      for Alpha
      3rd
      Thursday
      Private business
      growth strategies
      4th
      Thursday
      In the
      works
    • Why its a good time to “Challenge your Advisor”
      The economy is facing challenging times. Cash flow planning is going to be very different in the next 5-7 years. A different approach is required and some previous strategies need closer attention.
      https://www2.gotomeeting.com/register/366384667
      (Dec 1st - 11 am Central)
    • 10+ tips that most people don't tell you about LinkedIn
      What most people miss in their basic LinkedIn profile.
      https://www2.gotomeeting.com/register/535266170
      (Dec 2nd- 11 am Central)
    • Looking for Alpha? Look no further
      Discussion on a large cap value strategy and how to avoid mutual fund management fees. Eliminate expense ratio, remove high turnover and how to look for alpha in a crowded market place.
      https://www2.gotomeeting.com/register/444479803
      (Dec 10th- 11 am Central)
    • Few insider tips to make sure your company name is visible on Google
      With the advent of social media, you should stop spending money on paper print advertising, yellow pages and any strategy that provide no clear “return on investment”. Your next customer can be anywhere from around the globe. Are you ready for that?
      https://www2.gotomeeting.com/register/118491955
      (Dec 15th - 11 am Central)
    • Case study on succession planning
      Jack Bauer is 82 years old. Jack has 3 grown children, spread all across the country. Jack is in relatively poor health, and recently was forced to stop working because of his health. With little to no charitable interest, Jack is only concerned with passing as much of his accumulated wealth on to his children for them and their families to enjoy.  
      Jack’s net worth is $6 million with about $4 million of that in Jack’s investment account and a $1 million home. Jack has about a $100,000 lifestyle that he would like to maintain, and he likes having the ability to make annual gifts to his children. While traditional “business succession” is not an issue, he does have a small interest in a local Sports Club that he would like to pass to his son who remains close to home.
      Invitation only (please email me)
      (Dec 16th- 11 am Central)
    • 2010 forecast environment for private business
      How closely held business's double and triple revenue without hiring new employees
      Invitation only (please email me)
      (Dec 17th- 10 am Central)
    • Future webinars in the works
      Credit
      Mistakes in fixed income investing
      Dress to impress
      Preservation and planning for art, antique, classic cars, Persian rugs, wine, stamps, coins, jewelry, paintings and any collectibles(Invitation only)
      How non profits can increase their donors(invitation only)
      Pay as you go asset management for non profits and institutions(in the works)
    • Contact
      “Helping America one business, one non-profit and one family at a time“
      Amir Homayoun Rafizadeh, MBA
      Private Business Advisor
      Kruse Asset Management – www.kruseassetmanagement.com
      wadvisor@gmail.com
      http://www.linkedin.com/in/wadvisor
      http://twitter.com/wadvisor
      http://www.youtube.com/user/wadvisor
      http://wadvisor.blogspot.com/
      http://www.slideshare.net/wadvisor
      http://www.google.com/profiles/wadvisor
      Co-Founder of National Business Owner Advisory Council (NBOAC)
      www.nboac.com
    • Educating Business Owners
    • Asset management with a difference
      Ethics
      Expertise
      Education