Link Description http://vfos.com/webdocs/ VFI_TEAMS_SheilaEdits130322.pdf TEAM solution brochure. This brochure explains the Tax Efficient Asset Management Solution. http://T-E-A-M-Solution.com TEAM Solution web brochure -- This web brochure explains the Tax Efficient Asset Management Solution, Inc ("TEAMS"). TEAMS is a registered investment adviser. www.vfos.com/Brochures/BP Best Practices Workshop Brochure – This workshop equips CPA, legal, and financial planning staff members through 16 one-hour sessions covering all aspects of family office management. Training emphasizes marketing, training, back office planning, and case administration.  Attendees can earn the Certified Family Officer and Certified Wealth Counselor designations. The training can be coupled with consulting to build a family office that aligns the interests of legal/accounting professionals with investment/insurance professionals using proven systems and legal documents.  Content is built around ideas in the Best Zero Tax Planning Tools book described at www.ZeroTaxCounsel.com. www.vfos.com/Brochures/BT Best Tools Workshop Brochure – This workshop reviews 75 of the most powerful planning techniques. Presentations focus on practical ways to educate prospective clients, retain new clients, develop client deliverables, and implement tax-efficient solutions. Content is built around materials in the Best Tools Resource Manual described at www.BestToolsManual.info. http://vfos.com/webdocs/CharityBrochure NewDesign2010March17.pdf Charity Brochure. This brochure explains how the Copenbarger & Voorhees law firm provides up to 40 resources to charities and donors that work with us to redirect tax savings to family and favorite charities. The letter at the start of the brochure and the grid on page 11 clarify how charities receive a money back guarantee when putting our firm on a monthly retainer. Charities can use our resources to generate $5+ million of guaranteed gifts. http://vfos.com/webdocs/ CoachingProgramBrochure_111011.pdf Coaching Program Brochure. This brochure reviews how Tim Voorhees and Dave Holaday help Virtual Advisers, Allied Advisers, and Channel Members develop and execute effective plans to generate more revenues while earning higher marks on client satisfaction surveys. The coaching begins with a SWOT analysis and creation of a business plan focused on the advisers target markets. The business plan guides development of a marketing plan with clear Key Performance Indicators ("KPI"). Once the coach and adviser identify prospects, the coach can help engage the prospects and develop planning strategies. The coaching fee comes with a guaranteed because we are confident that executing a marketing plan can generate revenues far greater than costs for each adviser in the coaching program. All Virtual Advisers currently receive one free coaching session; Allied Advisers receive 2 free sessions, and Channel Members receive four free coaching sessions. http://vfos.com/webdocs/ WCNBrochure_02_09_2011.pdf Wealth Counselor Network Brochure. This brochure explains how Wealth Strategies Counselors and the Wealth Counselor Network work together to equip attorneys and other advisers with the resources needed to serve millionaire clients. The brochure discusses a broad array of tax planning, asset protection, and related resources. http://vfos.com/webdocs/ FamilyWealthAdviserBrochureWrapper-060921.pdf Engagement Kit Brochure -- This brochure tells more about the wealth planning process. It is typically given to clients after they have signed an engagement agreement. http://Phase4Benefits.com Phase 4 Brochure – This brochure summarizes how we track benefits of implementing proposed plans on an annual basis. http://www.vfos.com/webdocs/ VFI%20SYL%20Brochure%20110310.pdf Simplify Your Life brochure – This brochure displays 8 boxes depicting how the planning process involves a wealth counselor and concierge who oversee the insurance, investment, estate planning, accounting (e.g., income tax), business succession, and philanthropic planning aspects of the planning puzzle.  Six of the eight boxes display the main sides of the planning puzzle explained in greater detail below in the Phase 1 and Phase 4 brochures; the other two boxes refer to the Wealth Counselor and Concierge who help the client solve the planning puzzle and follow clear action steps for implementing solutions. http://vfos.com/webdocs/FYVtrifold130714.pdf Fund Your Vision brochure – This brochure displays images of the client's dreams on the left inside panel and images of a flow chart on the right panel above a bar chart showing less estate tax, less income tax, more for family and more for charity. Between the left and right inside panels is a description of the CAPABLE planning process. On the back are results from 7 typical cases and a list of next steps. http://issuu.com/lindseymcgonegal/docs/ mvm_firmbrochure_7_3_full.compresse/1 Matsen Voorhees Mintz LLP Corporate Brochure. This brochure explains how the law firm has unique skills and technologies to integrate the risk management, investment, estate planning, income tax, business succession, and philanthropic planning to solve the planning puzzle. www.vfos.com/Phase1 Phase 1 Brochures – This brochure summarizes the Phase 1 FWS, FC, and VPL while showing how the Rubik's Cube puzzle can be solved to help the donor fulfill a vision for building a "castle in the sky." http://vfos.com/webdocs/ PlannedGivingTrifold_080610.pdf Planned Giving Solutions brochure -- This brochure shows how a charity can raise more than 70% of its annual budget using planned giving tools such as CLATs, CRTs, and DGAs. http://mvmlawyers.com/webdocs/ BSB_EMAIL_20140519.pdf Business Succession Brochure. This is an 8-page brochure that explains how tax planning is aligned with strategic planning in the business succession process. Charts illustrate how tax savings should be far greater than the costs of designing, drafting, and funding the trusts used in a business succession plan. This version of the brochure is designed to be printed and saddle-stapled. For professionally-produced hard copy brochures, please contact info@MatsenVoorhees.com www.MVMLawyers.com/webdocs/ Brochure-CapitalGainsTax.pdf Capital Gains Tax Brochure. This summarizes the need for capital gains tax planning and highlights a few of the tools that can minimize, defer, or eliminate taxes on capital gains. http://www.mvmlawyers.com/webdocs/ Great8Steps_WebinarOFFR5_20140225.pdf Engagement Support Options. This brochure summarizes the 8 steps to engage prospects for advanced planning. A coupon explains how the adviser can access Matsen Voorhees Law resources for $500. The $500 cost is for the webinar described at www.WebinarCounsel.com. During the webinar, we examine client documents and help the attorney/adviser illustrate how planning benefits should be at least 100 times greater than costs. If pre-paying for the webinar, the adviser can receive $240 worth of books for free. Videos explaining Webinar Counsel are at www.WebinarCounsel.com; feel free to email info@MVMLawyer.com with questions. www.vfos.com/webdocs/ EP_MAIN_MVKH_Tri-FldPRNT_5_6_13.pdf EP Protection Brochure. This explains the annual maintenance program benefits. http://www.mvmlawyers.com/mvm-ep-protection-plan-brochure/ EP Protection Planning Brochure. This brochure explains how the Matsen Voorhees Mintz LLP attorneys and paralegals provide on-going support to maintain a revocable living trust and/or irrevocable trust after implementation. www.MVMLawyers.com/webdocs/Brochure-IncomeTax.pdf INCOME TAX Brochure. This summarizes the need for income tax planning and highlights a few of the tools at the top of the tax efficiency pyramid. The strategies generally work well for taking deductions against business income, growing assets tax-free, and distributing assets tax-efficiently. Two of the techniques in the brochure can offset taxes on required minimum distributions from retirement plans while accumulating capital in investment grade insurance contracts that pay tax-free income. http://www.mvmlawyers.com/ webdocs/MVM_FIRMBrochure _7_3_fullCompressed.pdf Matsen Voorhees Law - This corporate brochure summarizes services available the Matsen Voorhees legal staff. For more information about how MVM Lawyers solve the planning puzzle, see http://www.mvmlawyers.com/about-us/learn-more/ http://vfos.com/webdocs/ MDPPLEDGE_5_10_13LR.pdf MDP Brochure. Clients love "one stop planning."  Such planning, also known as multi-disciplinary planning ("MDP"), is often interpreted differently by advisers on a planning team. To reduce risks of misunderstanding, and to comply with various regulatory standards, Matsen Voorhees LLP follows a proven protocol. This brochure explains how the  MDP process aligns advisers and focuses them on serving clients.  Clients served by firms sharing revenue on an MDP case should sign an MDP disclosure consistent with the brochure linked to the left. http://www.mvmlawyers.com/ mvm-corporate-brochure/ MVM Corporate Brochure. This brochure explains how the Matsen Voorhees Mintz LLP attorneys provide a broad array of tax, business, and family wealth planning services. www.VirtualLawyer.info Virtual Lawyer Information. This website explains how an investment adviser or attorney outside of Orange County can work remotely with an attorney at Matsen Voorhees Mintz LLP. The adviser or attorney simply has the client pay $500 to have the attorney appear on the SmartPhone, iPad, or PC. For only $500, the MVM staff will review documents before the webinar, conduct an interactive presentation for up to 1 hour, and deliver a Value Proposition Letter ("VPL") at the end of the webinar. The VPL normally shows how planning benefits are at least 100 times greater than costs. The VPL also suggests which strategies should most effectively help the prospective client realize his/her goals by dramatically lowering taxes and increasing wealth available for retirement, family, and charity.