Training Topics

#	Title	Duration	Presenter
1	The Five Best Elevator Speeches	about 1 Min	Tim
2	Generating More Referrals	about 1 Min	Tim
3	Getting paid for your wisdom	about 1 Min	Dave
4	Getting other advisers on board. Effective collaboration.	about 1 Min	Dave
5	Herding Cats. Negotiating consensus among advisers.	about 1 Min	Dave
6	The Four Cornerstones of a Successful Practice	about 1 Min	Tim
7	Zero Tax Planning Institute : Turnkey Solutions!	about 1 Min	Tim
8	Top 10 zero tax planning strategies you need to know	about 1 Min	Dave
9	The Marketing Cornerstone Resources	about 1 Min	Tim
10	Value Proposition Letters	about 1 Min	Tim
11	Steps to Implementing a Zero Tax Plan.	about 1 Min	Dave
12	How to Charge Fees	about 1 Min	Tim
13	Virtual Adviser Program Benefits	about 1 Min	Tim
14	Allied Adviser Program Benefits	about 1 Min	Tim
15	Channel Member Program Benefits	about 1 Min	Tim
16	Focus Your Unique Purpose	about 1 Min	Tim
17	Qualified Personal Residence Trust	about 1 Min	Tim
18	Testamentary Charitable Lead Trust	about 1 Min	Tim
19	The Training Cornerstone	about 5 Min	Tim
20	The Administration Cornerstone	about 5 Min	Tim
21	Trust Owned Life Insurance Reviews	about 5 Min	Tim
22	Giving clients the good, better, best engagement choices	about 1 Min	Dave
23	GRAT	about 1 Min	Dave
24	CRT	about 1 Min	Dave
25	Sometimes you just need a killer Strategy to talk about	about 1 Min	Dave
26	Income tax savings strategies	about 1 Min	Dave
27	SLAT	about 1 Min	Dave
28	Super CLAT	about 1 Min	Dave
29	vBlueprint	about 1 Min	Dave
30	Case Planning Cornerstone	about 5 Mins	Dave
31	Roth Conversion	about 1 Min	Dave
32	Envision the Best Future for Your Advisory Practice	about 1 Min	Tim

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The Zero Tax Planning Institute equips advisers to replicate the success that we have in our retail practice. We show you how to develop successful seminars, attract attendees, schedule meetings with prospects, and engage new clients. We also show you how to charge fees, prepare client deliverables, implement plans, and fund trusts with investments and insurance.

Zero Tax Planning is a program of Family Office Services, Inc.

Family Office Services, Inc. ("FOS") and its affiliates do not promote strategies that lack substantial legal authority. All strategies included in this program are already widely known and generally accepted by the legal community. Zero tax planning is achieved by use of well known philanthropic strategies such as revocable bequests, charitable remainder trusts, charitable lead trusts, etc. FOS does not provide advice regarding these strategies but develops training materials in conjunction with an affiliated law firm and affiliated Registered Investment Adviser. Legal and investment advice is given only according to terms of retainers with these entities. Nothing in FOS materials is a recommendation or solicitation to buy or sell any securities. U.S. Treasury Circular 230 requires that this firm advise you that any tax advice is not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.