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Partnering with other Financial Fiduciaries

Each Financial Category Can Have Subset Topics that Require Niche Professionals

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Building A Financial Team

Building a Team of Experts in Differing Disciplines Can Bring a Holistic Approach to Your Financial Understanding

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Financial Education is a Parent’s Responsibility

Parents Can’t Keep Outsourcing Their Kids Money Education to Schools.

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RedSapiens is Partnering Up with Nick from ADP

Bringing “White Glove Service” to Small Businesses!

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Our Schools Have Failed to Make Our Children Financially Fit

Our Kids Know Calculus, but Can’t Balance Their Budgets

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Our Economic Environment May Dictate Our Financial Behavior

Upbringing Can Create Certain Dispositions About Money

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Key Personnel Coverage

Revenue Rainmakers, Company Operation Personnel & Business Overhead Need to be Protected

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The Need for Director’s And Officer’s Liability Insurance

Being Elevated To the Board is Both Prestigious and Potentially Liable

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The Cyber Liability of A Data Breach

Defending Client Data From Theft is a Twenty-First Century Nightmare

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The Liability of Your Employee’s Actions

The Liability of Your Employee’s Actions

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The Truth About Personal Umbrella Polices

Umbrella Policies are the First Line of Defense

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Elder Abuse and Fraud

Seniors Are Exposed to Unscrupulous Money Managers and Professional Cons Posing as Trusted Advisers

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Get it In Writing

Documentation is the First Line of Defense & Protection for Financial Professionals and Their Clients.

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Protecting Your Practice & Your Clients

Client Centric Fiduciaries Play It By The Book

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Arbitrators, Litigators & Fiduciary Imitators

Legal Claims Against Financial Advisers & Insurance Agents

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Financial Misconduct As Defined by Evidence

Collecting the Proper Evidence to Establish Wrong Doing

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Selecting the Right Fiduciary to Design Your Captives Insurance Company

Most Advisers Don’t Qualify as a (CIC) Fiduciary

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Is Your Business A Candidate for Captive Insurance Companies

The Legal Requirements & Funding Levels to Create Captives Are Reasonable

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The IRS Perspective on Captives Insurance Companies

The Scrutiny of the IRS is Exposing the Shams, Scams and Shell Games

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The Tax Advantages of Your Own Insurance Company

Captive Insurance Companies Help You Manage Your Own Risk