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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 2012

Charitable Financial Planner 2017.00 Now Available
Even if you are a computer novice, you’ll be up and running Charitable Financial Planner in less than five minutes.
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Retirement Plan Analyzer 2009.02
This is the ideal tool for the pension professional. It is designed to evaluate pension and profit-sharing distribution strategies..
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NumberCruncher 2017.02
The essential "instant answers" solution for estate, business, and financial planners.
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QuickView 2017.00
Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to your clients.Updated for 2017.
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