The Laureate in Wealth Strategies Program is a 1-Year Certification Program for Attorneys, Financial Planners, CPAs, Life Insurance Planners, Charitable Gift Officers, and others involved in serving Families with Taxable Estates. The program is centered on the concept of Attracting & Working With Affluent Families, from Pre-engagement through Implementation & Confirmation. Over the year, we get together in 4 classroom sessions and 7 telephone conferences. The sessions are organized around the 4 Four Pillars: The Edge, The Protocols, The Business, and The Safe Place. The sessions are participatory and much of the course is case study driven to illustrate and examine practice techniques strategies, current strategies, role playing, conversations with Independent Collaborative Advisors (ICAs), and staff/team participation—all to help families with taxable estates while growing your profitable practice.

Register or find out more about the Laureate Program amd the tuition discount for Forum members.

The need for personal and professional trust, tax and investment services has never been greater. Individuals with substantial assets want workable, effective ways to help minimize the impact of income and estate taxes, manage their financial assets and ensure that they and their beneficiaries will be secure and protected irrespective of what the future may bring.

Our founders started with a simple premise: combine superior, informed trust management services provided by experienced professionals with the built-in advantages provided by our Delaware and Nevada locations.

Because of their unique regulatory and legal climate, Delaware and Nevada have a long history of being the states of choice for forming and administering personal trusts. In addition to offering a greater degree of investment flexibility, asset protection, and confidentiality than most other states, Delaware and Nevada trusts can be structured to provide an array of significant tax advantages.

We extend an invitation to you to join the other individuals, families, attorneys, financial advisors and institutions who have found Christiana Trust to be a firm uniquely responsive to client needs.

First Allied Securities, Inc. is The Official Network for Entrepreneurial Advisors™. First Allied provides entrepreneurial advisors access to the opportunities they require to dramatically increase their earnings and develop a world-class financial services business in a highly competitive business arena.

In the independent broker/dealer channel, First Allied stands out as the partner of choice for advisors who want a best-in-class organization without the constraints of a wirehouse.

At First Allied, advisors have the tools they need to win the battle for wealthy clients and exceed their expectations with the right combination of support and flexibility that includes:
• Unique and differentiated products and services
• An industry-leading business development platform of training, education, practice management and marketing sales and support
• Access to capital, operational infrastructure and first-class services

First Allied advisors can offer ultra-affluent and high-net-worth prospects and clients access to alternative investments, such as high-quality, late-stage venture capital offerings in companies marketing disruptive technologies in the high-tech, life sciences and alternative energy industries. The quality of these opportunities is matched only by the exclusivity enjoyed by First Allied, which allows advisors the opportunity to offer investments that no other financial services provider can touch. Through a partnership with the Cannon Financial Institute, we also are able to offer training—tailored to complement the business development platform—that can result in earning a designation of Certified Wealth Strategist® (CWS®). The CWS® designation program provides advisors with an additional level of knowledge to both competently and confidently serve their clients and to exceed client expectations.

First Allied is focused on helping its business owners accelerate their growth, not only organically, but through acquisition. First Allied also makes available a third-party group benefits plan for medical, dental, vision, life and disability coverage, and flexible savings accounts. First Allied was built by entrepreneurs, for entrepreneurs.

Legal Directives, LLC securely stores your client's healthcare power of attorney, living will, and emergency medical information and makes them available via fax or online 24/7 from anywhere in the world.

Whether you are an attorney, accountant, or a financial advisor, your firm will greatly enhance its community presence when you deliver to your clients a customized wallet card designed and branded with your logo and color choices.

For additional branding, every time you enroll a client, Legal Directives sends a fax copy of your client's healthcare directives to his or her primary care physician with a fax cover identifying your firm as the sender.

Special Offer to members of The Advisors Forum and WealthCounsel

Distinguish yourself from your competitors and provide a unique and valuable service to your best clients. Did you know that there is a 50% chance that life insurance policies owned by your senior clients are not performing as expected?

Give clients an opportunity for an independent second opinion on existing or proposed life insurance. Outsource Insurance is offering 50 complimentary policy reviews, on a first come, first served basis, to all members for their clients.

Outsource Insurance Services Inc. provides a unique, objective policy review service to wealth planning professionals, institutional trustees, and family offices.

We can make significant improvements in most of the policies we review, by either reducing premiums while maintaining coverage or increasing the death benefit for the same premium. We handle everything by phone and mail and have clients nationwide. Try it with a couple clients and they will thank you for years to come.

WealthCounsel® is a leading provider of document drafting software, continuing legal education, and other professional resources for estate planning attorneys seeking to build successful practices or introduce operating efficiencies to expand their practices. As a membership organization of more than 1,600 attorneys nationwide, WealthCounsel and its members are committed to a client-centric approach to estate planning founded on the principles of competence, collaboration, and a meaningful sense of professional community.