Personal
Financial Planning
Investment Recommendations and Tax Strategies
Estate Planning and Wealth Preservation
Retirement Planning
Debt Reduction/Cash Management
Fixed/Indexed Annuities
Life Insurance Planning
Disability Income Protection Planning
Long Term Care Insurance Planning
Motivational/Goal Mapping Workshops
Individual and Family Health Insurance Planning
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Business
Financial Planning
Business Planning/Consulting
Bank Relationship/Loan Packaging/Bank Financing
Corporate and Public Financial Seminars and Workshops
Motivational/Goal Mapping Workshops/Corporate Trainings and Workshops
Employee Benefits, Major Medical and Dental Plans
Executive and Deferred Compensation Planning
Qualified Sick Pay Plans (QSPP) / Salary Continuation Plans
Business Disability Buy-Out Planning
Business Overhead Disability Income Protection Planning
Group Life Insurance
Company Health Insurance Planning
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Small
Business Services
Bank Lending & Credit Relationships
Bank Financing
Business Loan Packaging
Business Plan Drafting & Presentation
Cash flow & Credit Analysis
Assistance with SBA Financing
In-house Training Seminars & Workshops
Business Consulting
Debt Consolidation
Marketing, Sales & Forecasting
Ongoing Monthly Advisory Consulting
Corporate Financial Planning
Strategic Business Planning for Sole Proprietors, Partnerships/Corporations
Estate Planning for Business Owners
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Continuing
Education
National
Association of State Boards Accountancy (NASBA) / National Registry
of CPE Sponsors
Ira B. Marshall, Business, Financial and Insurance Planning has
been approved as a sponsor on the National Registry of CPE Sponsors
for "group-live" programs. It is our understanding that
this program is eligible for 7 CPE credits for successfully attending
and completing this course. (Click
here for details)
California Department of Real Estate
California Department of Real Estate has authorized Ira B. Marahall,
Registered Investment Advisor, to conduct a seminar titled Achiveing
Effortless Energy® in the Goal Mapping Process ...A Life Management
and Personal Success Program which offering is approved for 7 clock
hours under the category of Consumer Service. (This approval is
permissive only and does not constitue a recommendation nor endorsement
of the course.) (Click
here for sheet entitled General Information Page for details)
Other CE credit approval is in the process of being applied for
and is pending approval. Contact our office for details.
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