Back to Basics Talk Logo

Learn from World-changing Thinkers, Insurance Specialists & Official Speakers of the American Academy of Estate Planning Attorneys

ABOUT BACK to BASICS

Back to Basics is the seminar that teaches estate planning to the general public and like minded individuals

The seminar will teach you how to transform and grow your estate plan in todays market. Speakers will show you tips, tricks, and modern tools that every estate plan should know and use.

What to Expect

Making new friends

 

Learning... a lot

 

Hand shakes

 

Being inspired

 

 

Fun talks

 

Great speakers

 

Beautiful venues

 

New business acquaintances

 

 

Coffee

 

Good Snacks

 

Laughs

 

After party

 

 

REQUEST A SPEAKER

BACK to BASICS TOPICS

Estate Planning

What it is, why you need to do it, and how

Life Insurance

Whole life or term; what's right for you?

Financial Inventory

Take stock of you've got

Risk Management

Provide income, minimize taxes & secure transfer of wealth

Retirement Planning

Map out a realistic long-term plan

Business Planning

Protect and grow your business

BACK to BASICS SPEAKERS

Shawn E. Goheen

Lead Speaker for the American Academy

of Estate Planning Attorneys

As the Official Speaker for the American Academy of Estate Planning Attorneys, Shawn is often called upon to conduct seminars around the country. He works hand in hand with CPA firms, investment advisors, estate planning firms & attorneys, always respecting the client relationships of each.

Shawn Goheen Profile Picture

MORE ABOUT SHAWN

Jiim Burmeister Profile Picture

Jim Burmeister

Beacon Retirement Planning

40 years+ experience within the financial industry & extensive experience within the banking community  with Bank Owned Life Insurance (BOLI). He has worked with hundreds of financial institutions in designing & servicing their BOLI. Jim is a regular keynote speaker at national conferences.

 

MORE ABOUT JIM

BACK to BASICS SPEAKING SCHEDULE

Mar. '14

Apr. '14

May. '14

Jun. '14

Jul. '14

Aug. '14

Sep. '14

Oct. '14

Nov. '14

Dec. '14

Mar. '15

Jan. '15

Apr. '15

Feb. '15

May. '15

Back to Basics © 2014. All Rights Reserved

Chicago, IL

Workspring

April 25, 2014 @ 12pm

SHAWN GOHEEN

Chicago, Illinois

Cleveland, OH

Streetsboro

October 10, 2014 @ 12pm

SHAWN GOHEEN

Cleveland, Ohio

New York, NY

Adelante Studios

March 15, 2015 @ 12pm

SHAWN GOHEEN

New York, New York

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CONTACT US to REQUEST A SPEAKER

or

ASK A QUESTION

(281) 491-2821

Los Angeles, California

Los Angelas, CA

the Americana at Brand

March 15, 2014 @ 12pm

SHAWN GOHEEN

Bozeman, Montana

Bozeman, MT

MSU

June 7, 2014 @ 12pm

SHAWN GOHEEN

Houston, Texas

Houston, TX

The Gardens

January 20, 2015 @ 12pm

SHAWN GOHEEN

Nashville, Tennessee

Nashville, TN

The Phoenix Room

April 16, 2015 @ 12pm

SHAWN GOHEEN