What you learn in this course will position you to better help your clients understand the advantages of pre-planning and securing this final piece, and how it will positively impact their overall financial and family protection strategies.
Many business owners constantly seek help with trying to find ways to increase their revenue, multiple, and efficiency. Business Consultant Peter Sieffert, hosts a workshop that focuses on helping the small business owner, as well as the successf
The California Forums are yearly events presented by the Southern California Institute, primarily for advisors in estate, financial, and business planning. In today's complex world, no one person can be an expert in all areas of estate, business, tax