Each seminar is prepared in distinct segments that can be presented together (90 minutes approximately) or as a presentation you tailor for a specific audience (either one-to-one or a group).

Each seminar presentation is a complete turn-key package containing outstanding visuals, a complete interactive speaker's script, and fact-filled handouts.

All seminar presentations are in Microsoft PowerPoint format. You will lead your audiences, pacing the information and tailoring the seminar to your client's needs.

Toward A Zero Estate Tax PowerPoint Presentation

Updated for 2008

Long-Term Care-The Ten Most Commonly Asked Questions

Gifts That Give Gifts That Give Back

^{UPDATED FOR 2008}
Toward a Zero Estate Tax Powerpoint Presentation

^NEW 
Life Settlement NumberCruncher
easy-to-learn and easy-to-use software designed to assist professionals and their clients in the difficult decision of whether to retain or sell an existing life insurance policy.

Charitable Financial Planner 2008.00 Now Available
Charitable Financial Planner is loaded with powerful graphs, easy-to-follow numbers, and will streamline and quicken decision making.
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^NEW 
Retirement Plan Analyzer 2007.04 (formerly the Pension & ROTH IRA Analyzer)
An ideal tool for accountants, attorneys and pension consultants to evaluate pension/profit sharing plan distribution strategies.