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:
The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party. These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next? Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions. Leave with a plan, process, and how to accomplish it.