Smart planning pays off in today’s world. That’s what PlainTalk Planning is all about. PlainTalk provides understandable, user-friendly online presentations. The presentations focus on important business, estate, and financial  planning challenges. 

The presentations are engaging, plainspoken, concise and packed with information. There is no mumbo jumbo. For individuals and families, there is a menu of financial and estate planning programs. For business owners, there is a menu of business planning educational programs. The author is a seasoned planning professional who has had a distinguished career as a planning lawyer, author, law professor, and educator. He has a proven ability to make tough subjects understandable.

Full length programs run in excess of one hour. Mini programs range in length from 10 to 40 minutes. Each program can be viewed and studied multiple times and over a period of time. Programs can easily be shared with family members, friends and colleagues. New PlainTalk programs are added on a regular basis.

How Does PlainTalk Help?

PlainTalk makes it possible for anyone to absorb and study valuable planning information at  anytime. It’s the kind of practical, no-nonsense information that will help you make smarter decisions and tackle important challenges in a world that progressively gets more complicated and less certain. The programs are designed for individuals and couples who want and need quality information to strengthen their families and their businesses.

Individuals and Families

PlainTalk’s menu of estate and financial planning programs focus on life’s most important events and challenges. These include marriage, parenthood, retirement, graduation, budgeting, estate planning, taxes, spending, risk-taking, financial planning, and more. 

Business Owners and Executives

PlainTalk’s  broad menu of business planning programs can help all key players in a business understand and deal with essential business challenges. Program topics range from business succession strategies to tips on firing a difficult employee. Complicated tax and technical challenges are distilled into objective-focused discussions that everyone can understand. Case studies are used in nearly all programs to illustrate key concepts.