Looking for a dynamic, topical speaker?
JDKatz presents seminars on numerous educational topics to any group or organization. We utilize the latest in presentation technologies, including LCD projectors, Broadcast quality videos, and dynamic animations to provide topical, relevant presentations that delight and inform our audiences from our laptop powered presentations system. Handouts, door prizes and give aways ensure that your audience will be engaged in our memorable presentations.
These FREE educational seminars offered by JDKatz are routinely provided to professional groups such as new advisors at brokerage firms American Express/Ameriprise Financial Advisors, New York Life, UBS, Wachovia Securities, Wachovia Bank, and Paychex to non-profit organizations such as the R&W of the NIH, employers, associations, special interest groups, support groups, and to experienced financial advisors in our community.
This list of topics is not all-inclusive; if you have a specific topic in mind you would like us to discuss, please let us know. Our presentations are lively, topical, informative and always memorable. Our topics include:
- Estate Planning & Living Trusts
- Basic Estate Planning: Wills & Living Trusts
- Are Estate Taxes Dead? The Estate Tax Repeal
- Reviewing Your Estate Plan
- Planning with IRAs/Stretch IRAs
- Long Term Health Care
- Senior Survival Workshop
- Protecting Your Assets from a Long Nursing Home Stay
- Planning with Charitable Remainder Trusts and Family Foundations
- Family Limited Partnerships
- Irrevocable Life Insurance Trusts
- Lawsuit & Asset Protection
- Estate Planning for the Small Business Owner Continuing Education Programs for Financial Advisors
- Basic to Advanced Estate Planning
- IRAs
- Business Succession Planning
- Trust Administration (Estate Settlement)
- Special Needs Trusts
- 529 Plans
- Total Return Trusts
- Tax Reform Act of 2001
Contact us if your group is interested in having us, conduct a workshop or be a key-note speaker. We will contact you regarding availability, date, and location.
