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InKnowVision November 2012 HNW Marketing PPT
2013 is Poised to be a Banner Year for HNW Planners:
Will you be one of them?
In this 25 minute HNW marketing webinar you will learn:
Why $30M-$49M in net worth is the fastest growing segment
How you can attract these HNW clients
What three new marketing messages you must use in 2013
Why you need to prepare your marketing plan now
Preparing for Millennial Employee Churn
Millennials (a.k.a. Generation Y, or those born between 1982-2004 ) now comprise the largest generation in the workforce. In fact more than a third of all American workers today are Millennials.
You’ve probably already hired Millennials and will be hiring more. But don’t expect them to stay long. Millennials are twice as likely as 30-somethings to leave a job after just three years, and this gap will only widen with age.
See the infographic on what to expect – and be prepared for – with your growing Millennial workforce.
InKnowVision July 2013 HNW Technical PPT - Split Dollar
This concept, which most people thought went away ten years ago with changes in the law, is still a very vibrant technique. Pair it with several other techniques for high net worth clients and you have a powerful solution for wealth transfer.
Join us as we look at some of the simple strategies for bringing this particular technique to life and learn how to present it to your clients and planning partners as a significant solution in the wealth transfer arena.
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InKnowVision October 2013 Case Study - Lewis FWGA
Duncan and Tina are both 65. They live a comfortable lifestyle, spending about $1,600,000 a year after taxes and gifting about $2,000,000 a year to their family foundation. With assets worth approximately $62M and annual income of over $7M, they currently pay just over $2M a year in income taxes and have an increasing estate tax and ongoing income tax exposure.
The primary planning goals are to:
-Make sure that they have sufficient funds to live on for the rest of their lives (approx. $1,600,000/yr. after taxes and gifts).
-Assure that Duncan's, Inc. does not have to be liquidated as a result of their death.
-Provide a successful transition of the business to their son, Jason, while ensuring an equal inheritance for their son, Jeremy. They would like to leave 50% of their estate to Jason & Jeremy and another 25% to their grandchildren and other family members.
-They wish to continue annual giving to their family foundation and ultimately leave 25% of their estate to the foundation at death.
-Make sure the company buy/sell agreement accurately reflects the wishes of the family owners in the most tax efficient manner possible.
-Eliminate or reduce estate taxes.
Recommended
InKnowVision November 2012 HNW Marketing PPT
2013 is Poised to be a Banner Year for HNW Planners:
Will you be one of them?
In this 25 minute HNW marketing webinar you will learn:
Why $30M-$49M in net worth is the fastest growing segment
How you can attract these HNW clients
What three new marketing messages you must use in 2013
Why you need to prepare your marketing plan now
Preparing for Millennial Employee Churn
Millennials (a.k.a. Generation Y, or those born between 1982-2004 ) now comprise the largest generation in the workforce. In fact more than a third of all American workers today are Millennials.
You’ve probably already hired Millennials and will be hiring more. But don’t expect them to stay long. Millennials are twice as likely as 30-somethings to leave a job after just three years, and this gap will only widen with age.
See the infographic on what to expect – and be prepared for – with your growing Millennial workforce.
InKnowVision July 2013 HNW Technical PPT - Split Dollar
This concept, which most people thought went away ten years ago with changes in the law, is still a very vibrant technique. Pair it with several other techniques for high net worth clients and you have a powerful solution for wealth transfer.
Join us as we look at some of the simple strategies for bringing this particular technique to life and learn how to present it to your clients and planning partners as a significant solution in the wealth transfer arena.
Cgt ,preguntas frecuentes Consolidacion de empleo
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InKnowVision October 2013 Case Study - Lewis FWGA
Duncan and Tina are both 65. They live a comfortable lifestyle, spending about $1,600,000 a year after taxes and gifting about $2,000,000 a year to their family foundation. With assets worth approximately $62M and annual income of over $7M, they currently pay just over $2M a year in income taxes and have an increasing estate tax and ongoing income tax exposure.
The primary planning goals are to:
-Make sure that they have sufficient funds to live on for the rest of their lives (approx. $1,600,000/yr. after taxes and gifts).
-Assure that Duncan's, Inc. does not have to be liquidated as a result of their death.
-Provide a successful transition of the business to their son, Jason, while ensuring an equal inheritance for their son, Jeremy. They would like to leave 50% of their estate to Jason & Jeremy and another 25% to their grandchildren and other family members.
-They wish to continue annual giving to their family foundation and ultimately leave 25% of their estate to the foundation at death.
-Make sure the company buy/sell agreement accurately reflects the wishes of the family owners in the most tax efficient manner possible.
-Eliminate or reduce estate taxes.
Business2.0 - UCA - 4SEP07 - Parte II
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Keep it Super Simple: Who Said Collecting Data Had to be So Hard
Do you have good assessment measures? Are they useful? Do you only use rubrics? Would you like to know more about all of the other assessment instruments available? Are you the only person collecting data at the last minute in your department? Do you want some help?
This presentation is designed to provide faculty and staff (i.e., particularly persons responsible for assessment) ideas on how to efficiently and innovatively collect student assessment data. It will provide you with an in-depth understanding of the many tools available to collect data within the natural classroom. In addition, it will help you to understand how to share the assessment load. If you want to understand how to collect meaningful data, you should view this presentation!!! If you want to be efficient and not last minute in collecting data, you should view this presentation!!!!
Open Source Canvas
A business plan canvas specifically tailored to Open Source Projects. Provides a framework for managing your open source project according to Lean Startup methodology. By Eitan Katz and Gaby Fachler.
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Do you have good assessment measures? Are they useful? Do you only use rubrics? Would you like to know more about all of the other assessment instruments available? Are you the only person collecting data at the last minute in your department? Do you want some help?
This presentation is designed to provide faculty and staff (i.e., particularly persons responsible for assessment) ideas on how to efficiently and innovatively collect student assessment data. It will provide you with an in-depth understanding of the many tools available to collect data within the natural classroom. In addition, it will help you to understand how to share the assessment load. If you want to understand how to collect meaningful data, you should view this presentation!!! If you want to be efficient and not last minute in collecting data, you should view this presentation!!!!
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A business plan canvas specifically tailored to Open Source Projects. Provides a framework for managing your open source project according to Lean Startup methodology. By Eitan Katz and Gaby Fachler.
EXAMEN CORREOS 2016
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