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Dec Monthly Webinars

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Dec Monthly Webinars

Dec Monthly Webinars

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  • 1. 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”
  • 2. 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
  • 3. 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)
  • 4. 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)
  • 5. 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)
  • 6. 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)
  • 7. 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)
  • 8. 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)
  • 9. 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)
  • 10. 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
  • 11. Educating Business Owners
  • 12. Asset management with a difference
    Ethics
    Expertise
    Education

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