Webinar: “Buy-Sell Agreements and Valuation Issues: Key Components & Considerations”
Presented by R. J. Kelly, ChFC, CLU, IAR, RICP, CAP, MSFS, AEP, CEPA & Cheryl Kessler, ASA, CFA, MBA
Webinar: “Why It Makes More Sense Than Ever To Buy San Diego Income Property”
Presented by R. J. Kelly, ChFC, CLU, IAR, RICP, CAP, MSFS, AEP, CEPA & Terry Moore, CCIM
Webinar Series: “Will My Business Survive COVID-19?”
Thank You To Our Sponsors:
Overcoming Uncertainty: Getting Comfortable With Being Uncomfortable!
Beyond Technology: Moving From Surviving To Thriving!
Just What Can A Politician Do For You? Turns Out - Quite A Bit!
Just Show Me The Money!
When Will Things Return To Normal?
“Top 10 Planning Mistakes That Will Keep You From Retiring Well.
And What YOU Can Do About Them!”
#4: Having Excessive Debt
#8: Investment Volatility... Not Understanding 3 Key Points
#1: Lack Of Specifics
#5: Not Fully Understanding Your Social Security/Medicare
#9: Not Staying Socially and Physically Active
#10: Not Having A Review
Process In Place
#3: False Assumptions
#7: How Much To Help?
Learn To Be "Sensibly Selfish"
Hot Topics for Business Owners - January 2020
R. J. Kelly "Top 10 Planning Mistakes That Will Keep You From Retiring Well"
Hot Topics for Business Owners - April 2019
R. J. Kelly "How To Sell Your Business With No Taxl"
Hot Topics for Business Owners - March 2018
R. J. Kelly "You Had Me at 'Capital Gains Taxes Are Voluntary"
Hot Topics for Business Owners - July 2019
R. J. Kelly "Four Planning Mistakes That Will Keep You From Retiring Well"
Hot Topics for Business Owners - July 2018
R. J. Kelly "Five+ Ways to Save Big on Your Tax Bill"
Webinar Series "Will My Business Survive COVID-19" - April 2020
R. J. Kelly & Cameron Killeen "When Will Things Return to 'Normal?'"