• Estate Planning
• Living Trusts
• Avoiding Probate
• Charitable Gifts
• Controlling the Distribution
• Paying Estate Taxes
• Benefits of A-B Trusts
• Gifting Strategies
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Wealth Replacement Trusts
• Family Limited Partnerships
• Property Ownership
• Eliminating the Estate Tax

• Planning Options
• Future of Social Security
• Social Security Income
• Keogh Plans
• SEP Plans
• Equity Indexed Annuities
• Retirement Plan Distributions
• Traditional IRAS
• 401(k) Plans
• Managing Retirement Plans
• Saving Now vs. Later
• Roth IRA Benefits

***NEW FOR 2007:

• How MuchDo I Need to Save
• A New Chapter for Retirement
• SEP IRAs
• SIMPLE IRAs
• Stretch IRAs
• IRA Rollover
• Roth 401(k)
• Profit-Sharing Plans
• Money Purchase Pension Plans
• 403(b) Plans
• Why Purchase Annuities
• Split-Annuity Strategy
• Annuity Living Benefits
• 1035 Exchanges
• Unforgettable Birthdays
• Your Business and Retirement

• MidTerm Elections - How will they affect you?
• Pension Prot. Act
• 2006 Tax Cuts
• Tax-Deferred Income
• Tax-Advantaged Investments
• Finding Tax Deductions
• Tax-Advantaged Alternatives
• Tax-Efficient Strategies
• Tax-Exempt Income
• Mutual Fund Profits
• Exchanging Insurance Policies

***NEW FOR 2007:

• NEW! Capital Gains Tax
• NEW! Estate Tax
• NEW! Gift Tax
• NEW! Retirement Plan Limits
• NEW! Estate Tax Repeal
• NEW! Required Minimum Distributions
• NEW! Charitable Trust Tax Benefits
• NEW! Retirement Plan Taxes
• NEW! Withdrawing Before Age 59.5
  

• Diversification
• Tracking Bonds
• Bond Market
• Series EE Bonds
• Market Indicators
• Mutual Funds vs. Stocks
• Investing In Mutual Funds
• Types of Mutual Funds
• Load vs. No-Load Funds
• Annuities
• Variable Annuities
• Investment Risks
• Asset Classes
• Asset Allocation
• College Savings Plans
• College Investment Options
• Managed Investments
• Dollar Cost Averaging
• 529 Plans

***NEW FOR 2007:

• Dividends
• Exchange-Traded Funds
• Growth Stocks vs Value Stocks
• Mutual Fund Taxes
• Stock
• Zero-Coupon Bonds
• Annuity Taxes
• Bond Ladders
• Common Stock vs Preferred Stock

• Cash Management Basics
• Doubling Your Money
• Cash Management Tools
• Money Market Funds
• Managing Cash
• Biweekly Mortgages
• Reverse Mortgages
• Smart Financing Ideas
• College Financial Aid
• Savings Alternatives
• Effects of Inflation
• Home Equity Loans

***NEW FOR 2007:

• Why Purchase Life Insurance
• Annuities as an Insurance Product
• Property and Casualty Insurance
• Business Owner Policies
• Life Insurance for Business Owners
• Disability Insurance for Business Owners
• Split-Dollar Life Insurance
• Last-Survivor Life Insurance
• Types of Life Insurance

Other:

• Term Life Insurance:
• Whole Life Insurance
• Universal Life Insurance
• Variable Life Insurance
• Auto Insurance
• Insurance Claims
• Maximizing Insurance Benefits
• Insuring Your Future
• Protecting Your Home
• Assessing Disability Insurance
• Types of Health Care
• Additional Liability Coverage
• HMOs and PPOs
• Evaluating Insurance Companies
• Long-Term-Care Costs
• Medicare Coverage
• Long-Term-Care Costs