Dec Monthly Webinars


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Dec Monthly Webinars

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Dec Monthly Webinars

  1. 1. How to reduce<br />income tax&apos;s<br />How to reduce estate<br />tax liability<br />Items not covered by<br />Your current advisor<br />Reducing your income tax’s<br />Tax deferral<br />IRA strategies wadvisor<br />Advanced IRA planning<br /> wadvisor<br />Finding a good investment advisor<br />Mutual funds<br />Reducing your estate tax’s<br />IRA expert wadvisor<br />6 questions to ask your advisor<br />Chicago financial advisor<br />10 rules for 2010<br />IRA expert Amir Homayoun Rafizadeh<br />December educational Webinars<br />Amir Homayoun Rafizadeh, MBA<br />Kruse Asset Management/National Business Owner Advisory Council<br />Private Business Advisor<br />also known as “wadvisor”<br />
  2. 2. December Calendar<br />2009<br />Week<br />1<br />Week<br />2<br />Week<br />3<br />Week<br />4<br />1st<br />Tuesday<br />Challenge your<br />advisor<br />2nd<br />Tuesday<br />In the<br />works<br />3rd<br />Tuesday<br />Google<br />strategies<br />4th<br />Tuesday<br />In the<br />works<br />1st<br />Wednesday<br />LinkedIn<br />Strategies<br />2nd<br />Wednesday<br />In the<br />works<br />3rd<br />Wednesday<br />Advanced<br />wealth<br />management<br />4th<br />Wednesday<br />In the<br />works<br />1st<br />Thursday<br />In the<br />works<br />2nd<br />Thursday<br />Looking<br />for Alpha<br />3rd<br />Thursday<br />Private business<br />growth strategies<br />4th<br />Thursday<br />In the<br />works<br />
  3. 3. Why its a good time to “Challenge your Advisor”<br />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.<br /><br />(Dec 1st - 11 am Central)<br />
  4. 4. 10+ tips that most people don&apos;t tell you about LinkedIn<br />What most people miss in their basic LinkedIn profile. <br /><br />(Dec 2nd- 11 am Central)<br />
  5. 5. Looking for Alpha? Look no further<br />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.<br /><br />(Dec 10th- 11 am Central)<br />
  6. 6. Few insider tips to make sure your company name is visible on Google<br />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?<br /><br />(Dec 15th - 11 am Central)<br />
  7. 7. Case study on succession planning<br />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.  <br />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.<br />Invitation only (please email me)<br />(Dec 16th- 11 am Central)<br />
  8. 8. 2010 forecast environment for private business<br />How closely held business&apos;s double and triple revenue without hiring new employees<br />Invitation only (please email me)<br />(Dec 17th- 10 am Central)<br />
  9. 9. Future webinars in the works<br />Credit<br />Mistakes in fixed income investing<br />Dress to impress<br />Preservation and planning for art, antique, classic cars, Persian rugs, wine, stamps, coins, jewelry, paintings and any collectibles(Invitation only)<br />How non profits can increase their donors(invitation only)<br />Pay as you go asset management for non profits and institutions(in the works)<br />
  10. 10. Contact<br />“Helping America one business, one non-profit and one family at a time“<br />Amir Homayoun Rafizadeh, MBA<br />Private Business Advisor<br />Kruse Asset Management –<br /><br /><br /><br /><br /><br /><br /><br />Co-Founder of National Business Owner Advisory Council (NBOAC) <br /><br />
  11. 11. Educating Business Owners<br />
  12. 12. Asset management with a difference<br />Ethics<br />Expertise<br />Education<br />