Download Handout Materials & Audio Recordings

This page is intended for individuals who are registered for an upcoming teleconference or purchased a program that has recently passed.  The links to download the handout materials and/or audio recordings are listed below.  You will need a username and password to access these pages, which is provided on the Instruction Page provided to you at the time of registration. 

DOWNLOAD HANDOUTS FOR UPCOMING TELECONFERENCES

February 7th: 2012 Planning Series Part 2 - Running a Profitable Basic Estate Planning Practice

February 9th: 2012 Planning Series Part 3 - Advanced Estate Planning & Asset Protection

February 23rd: The Top 10 Asset Protection Mistakes Attorneys Make

February 28th: Robert Keebler's Monthly Update Teleconference

March 8th: How Roth Conversions Work in 2012

March 14th: Tips and Traps for Practitioners Heading Into Gift Tax Return Filing Season

March 21st: Successful Initial Client Interview & Appointment Closing Tips

March 27th: Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them

If you do not see a link to an upcoming teleconference you are registered for listed above, the handout materials may not be available.  Please check back with us shortly.


DOWNLOAD HANDOUT MATERIALS & AUDIO RECORDING FOR PAST TELECONFERENCES


FEBRUARY 2012

February 2nd: 2012 Planning Series Part 1 - Income Tax and Retirement Benefit Planning

JANUARY 2012

January 31st: Robert Keebler's Monthly Update Teleconference

January 26th: How to Get Paid a Fair Price for What You Do

January 24th: The ABC's of ILITs

January 18th: The 22 Overlooked Uses of Life Insurance (and ILITs)

January 11th & 12th: How to Be a 1040 Diagnostician

If you do not see a link to a teleconference you were registered for above, please contact us at 1-866-754-6477 or by e-mail.


The Ultimate Estate Planner, Inc. was formed to assist in the development and growth of estate planning professionals throughout the United States, including but not limited to estate planning attorneys, financial advisors, CPAs, life insurance agents, paralegals and much more. Through education, products and coaching, it is our goal to help estate planning professionals throughout the country unlock their practice’s potential.



© 2012 The Ultimate Estate Planner, Inc.
Mailing Address: 21250 Hawthorne Blvd, Suite 500, Torrance, CA 90503 | Phone: 1-866-754-6477 | 310-792-7418
Corporate Address: 212 Yacht Club Way, Suite A-11, Redondo Beach, CA 90277 | Phone: 310-792-7418 | 1-866-754-6477
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