January EPI LA Chapter Monthly Meeting
December 6, 2017
March Community Insights – California Estate and Elder Law
December 19, 2017
March 1, 2018 @ 8:30 am – 10:00 am
San Diego Marriot La Jolla
4240 La Jolla Village Dr
La Jolla, CA 92037
Stacy Nation

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Family Businesses:  Where Are You Going and How Will You Get There?; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Shelley Lightfoot

One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.