The Evolution of Planning with Entrepreneurs – What’s Next?
April 4, 2016
Large IRA
April 8, 2016
The Art of Professional Collaboration
$25.00
Affluent clients require increasingly sophisticated strategies and tools to adequately address their estate, financial and philanthropic objectives. It is becoming more difficult as well as risky for any individual firm or practitioner to attempt to address all of these needs. As a result, it is necessary for professionals to work collaboratively. If you are interested in working collaboratively, this workshop will introduce and define the creation, structure, operation, challenges and rewards of professional collaboration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP®, EA, CFP®
Affluent clients require increasingly sophisticated strategies and tools to adequately address their estate, financial and philanthropic objectives. It is becoming more difficult as well as risky for any individual firm or practitioner to attempt to address all of these needs. As a result, it is necessary for professionals to work collaboratively. If you are interested in working collaboratively, this workshop will introduce and define the creation, structure, operation, challenges and rewards of professional collaboration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP®, EA, CFP®
Related products
-
Add to cart
Depolarizing the Millennial Workplace
$25.00What is your company doing to stay relevant, connect and drive engagement with the next generation? Don’t be left behind. Your company must understand the dramatic shift taking place in the workplace and the marketplace. Today, there are 2.4 billion millennials, they represent 36% of the workforce, control $660 billion in spending and will be 75% of your employees and customers by 2025. With valuable insights, extensive experience, and a great sense of humor, Dan delivers aha moments as he shares:
- The key trends that define the millennial generation
- 6 steps to bridge the generational gap between youth and experience
- How to deliver value to connect with your customers and employees
- How to stay relevant in today’s crazy, fast-changing world
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Dan Negroni, Founder and CEO of Launchbox
-
Add to cart
What Matters?
$25.00Traditionally, people, especially professionals, have limited any discussion of wealth to financial assets: investments, real estate, cash, and worldly possessions. But when asked what we value most in life the majority of people say: family, health, friends, values, skills, and relationships. We might even add our accumulated wisdom, education, life lessons, and our experiences in the school of hard knocks. Furthermore, when asked what the biggest investment we ever made in our lives was, people typically respond with the time, energy, love, and commitment they made in building their family. “What Matters” will introduce you to a more holistic view of Family Wealth. This discovery will change everything you’ve ever thought about estate planning.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by John Jenkins, CEO
Click play to watch a short video about ‘What Matters?’
-
Add to cart
The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common…’
