Instructors Directory > Lion Street
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Lion Street
(512) 776-8453
lionstreet.com

Lion Street is a leading national financial services company comprised of over 200 independent owner-firms that specialize in design and planning for high net worth and corporate clients. Each owner-firm is carefully selected, held to the highest ethical standards, and approved by an executive committee. The term “Owner” is used, as each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm. This model supports “Fierce Independence” compared to being an employee, broker, or member of an organization. Ownership in Lion Street is by invitation only; they have no members.

Archived Webinars

PRIVATE PLACEMENT LIFE INSURANCE: PROTECTING & BUILDING WEALTH OF HNW PERSONS
Recorded Date April 20, 2022  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
TAX-FREE SAVINGS INSIDE A LIFE INSURANCE POLICY: RETHINKING CONVENTIONAL WISDOM
Recorded Date November 11, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
DAMAGE CONTROL WEALTH TRANSFER USING LIFE INSURANCE FOR RETIREMENT PLAN ASSETS
Recorded Date October 7, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other