Behind the Conversation – Full 6 Part Series
August 25, 2015
Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs
August 25, 2015
California Forums 2013 – 20% Off – Full 9 Part Series
$180.00
The Southern California Institute is very excited and proud to present the California Forum 2013 – Working with Successful Families and Business Owners on August 23, 2013. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality. This Series includes the following:
Business Owners with More Than 50 Employees – Concerned About 2014
The Elusive $15MM – $75MM Entrepreneurial Family: What You & They Should Know
And the Winner Is . . . Nevada?
Philanthropic Planning in SD with Sharp HealthCare
Changing the Dialogue
In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
Shifting Focus to Grow Your Business
The 5 Most Common Wealth Destroying Mistakes Business Owners Make at the Company Level and How to Fix Them
What Matters
(Purchase of this product will include PDF copies of the presentations.)
The Southern California Institute is very excited and proud to present the California Forum 2013 – Working with Successful Families and Business Owners on August 23, 2013. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality. This Series includes the following:
Business Owners with More Than 50 Employees – Concerned About 2014
The Elusive $15MM – $75MM Entrepreneurial Family: What You & They Should Know
And the Winner Is . . . Nevada?
Philanthropic Planning in SD with Sharp HealthCare
Changing the Dialogue
In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
Shifting Focus to Grow Your Business
The 5 Most Common Wealth Destroying Mistakes Business Owners Make at the Company Level and How to Fix Them
What Matters
(Purchase of this product will include PDF copies of the presentations.)
Related products
-
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
Business Owners with More Than 50 Employees
$25.00With margins for these business owners having been so tight over the past few years, the increased cost of health care for their employees may cause many businesses to go into the red. Join the leadership team as they reveal the truths behind health care reform and how it affects the business owner that is your client. Come away with the language and tools to help your client see into the future, understand the real risks, and plan for the contingencies.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Sharp HealthCare Executive Leadership Team
Click play to watch a short video about ‘Business Owners with More Than 50 Employees’
-
Add to cart
The Power of Parables
$75.00A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'The Power of Parables'
