WHAT YOU DON’T KNOW CAN HURT YOUR FAMILY – DON’T WAIT UNTIL IT’S TOO LATE
Throughout South Florida, Haimo Law has delivered comprehensive, educational, and interactive presentations on a variety of subjects relating to estate and business planning. Our presentations show you how to protect yourself from lawyers, creditors, foreclosure deficiencies, former or current spouses, children, relatives, and people searching for deep pockets. Our goal is to help you, not to impress upon you our knowledge of technical legal jargon. We convey a wealth of important information in an easily digestible manner, and our clients appreciate it. As a result, participants are ready to engage in planning strategies almost immediately. We have presented to physicians (resident, fellow and private practice) at the Miami Children’s Hospital and at the Cleveland Clinic. We have also presented to financial professionals at the Ritz Carlton and been a guest speaker at Northwest Mutual Financial Network
SOME TOPICS WE HAVE COVERED IN OUR PRIOR PRESENTATIONS AND LECTURES INCLUDE:
ASSET PROTECTION STRATEGIES AND TECHNIQUES – MIAMI CHILDREN’S HOSPITAL
ASSET PROTECTION STRATEGIES AND TECHNIQUES – CLEVELAND CLINIC WESTON
INCOME AND ESTATE TAX REDUCTION STRATEGIES – RITZ CARLTON KEY BISCAYNE
TAX AND ESTATE PLANNING STRATEGIES AND TECHNIQUES – NORTHWEST MUTUAL FINANCIAL NETWORK
EXIT STRATEGIES FOR BUSINESS SUCCESSION PLANNING – TRANSAMERICA FINANCIAL ADVISORS
ESTATE PLANNING AND COMPLICATIONS OF ESTATE PLANNING (EMPHASIS ON TRUSTS) – VALENCIA SHORES COMMUNITY
WHAT YOU DON’T KNOW BUT NEED TO KNOW ABOUT ESTATE PLANNING – AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS
EXIT STRATEGIES FOR BUSINESS SUCCESSION PLANNING – TRANSAMERICA AGENCY NETWORK
PROBATE AVOIDANCE STRATEGIES – THE PHOENIX
Business Planning in a Covid-19 Environment (including PPP) – Small Business Network Webinar
Estate Planning in a Covid-19 Environment – Temple Bat Yam Ft. Lauderdale Webinar
Other topics that you may be interested in include probate avoidance techniques, estate and gift tax planning, business planning for startups and small businesses and how business and estate planning strategies integrate seamlessly into financial planning.
We frequently team up with financial planners in order to maximize the amount of important overlapping material that you can absorb in one sitting. You don’t have the time for two lectures so we squeeze them into one. Our presentations and lectures are interactive. We like to engage the audience and get them involved in exercises and activities.