| 1/7/2009 | Webinar: Best Tools Workshop Overview | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 1/13/2009 | Webinar: The 20 Hottest Planning Tools | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 1/22/2009 | Webinar: Getting Started As a Channel Member or Allied Adviser | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 1/29/2009 | Webinar: Virtual Taskmaster | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 2/3/2009 | Webinar: Implementing Plans Effectively with Support from Case Coordinators | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 2/5/2009 | Best Tools Workshop Day 1 | 12:00-7:00 PM Pacific | QA3 Channel Members and Allied Advisers | Doubletree Hotel, Irvine, CA |
| 2/6/2009 | Best Tools Workshop Day 2 | 7:00 AM-5:00 PM Pacific | QA3 Channel Members and Allied Advisers | Doubletree Hotel, Irvine, CA |
| 2/19/2009 | Webinar: Generating More Referrals From Attorneys with the GRAT, IDIT, and QPRT Software - Online Demo | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 2/25/2009 | Webinar: How to Engage Clients | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 3/5/2009 | Webinar: The Best Target Market for Zero Tax Planning: CPAs, CDOs, and JDs | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 3/12/2009 | Webinar: Charitable Remainder Trusts - Finding the Best Prospects and Developing the Best Illustrations | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 3/19/2009 | Webinar: Charity Trends | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 3/26/2009 | Webinar: Where's W.A.L.D.O. | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 4/2/2009 | Webinar: Simplify Your Life | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 4/9/2009 | Webinar: Fund Your Vision Tax Efficiently | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 4/16/2009 | Webinar: Engagement Process Quick Tour | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 4/23/2009 | Webinar: Optimizing Your Wealth Blueprint | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 4/30/2009 | Webinar: Client Seminar - Zero Tax Planning | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 5/14/2009 | Webinar: Client Seminar - Benefits of a Free Discovery Session | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 5/21/2009 | Webinar: Client Seminar - Why You Need a Family Office | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 5/28/2009 | Webinar: Adviser Training - vBlueprint.com Software Overview | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 6/4/2009 | Webinar: Adviser Training - Creating a Family Wealth Statement | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 6/18/2009 | Webinar: Adviser Training - Creating a Value Proposition Letter | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 6/25/2009 | Webinar: Client Seminar - Tax Efficient Asset Mangagement Solution (TEAMS) | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 7/2/2009 | Webinar: How Value Proposition Letters help you engage more clients | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 7/9/2009 | Webinar: Adviser Training - Best Practices Workshop Overview | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 7/16/2009 | Webinar: Adviser Training - Best Portfolios Workshop Overview | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 7/23/2009 | Webinar: Adviser Training - Best Legacy Workshop Overview | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 7/30/2009 | Webinar: Captive Insurance Company | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 8/6/2009 | Webinar: Charitable Remainder Trust | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 8/13/2009 | Webinar: Deferred Charitable Gift Annuity | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 8/20/2009 | Webinar: Financial Checkup | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 8/27/2009 | Webinar: Family Wealth Blueprint® | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 9/3/2009 | Webinar: Family Wealth Statement | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 9/10/2009 | Webinar: Grantor Retained Annuity Trust | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 9/17/2009 | Webinar: Super CLAT | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 9/24/2009 | Webinar: Intentionally Defective Irrevocable Trust | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 10/1/2009 | Webinar: Pension Rescue | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 10/8/2009 | Webinar: Qualified Personal Residence Trust | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 10/15/2009 | Webinar: Real Estate Remainder Solutions | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 10/22/2009 | Webinar: Year-end Table Shaving | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 10/29/2009 | Webinar: Tactical Tool Kits | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 11/5/2009 | Webinar: Fixed Annuity Income Maximization | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 11/12/2009 | Webinar: Fixed Universal Life Policy | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 11/19/2009 | Webinar: Life Settlements | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 11/24/2009 | Webinar: Premium Financing | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 12/3/2009 | Webinar: Corporate Owned Life Insurance | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 12/10/2009 | Webinar: Insurance Secondary Market | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
| 12/17/2009 | Webinar: Testamentary Charitable Lead Trust | 8:00-9:00 AM Pacific | All Channel Members and Allied Advisers | Webinar |
Seminars
