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
Client Facilitation
$75.00Working with clients and their advisors can be full of different dynamics and models. From a collaborative approach to a one time technician approach, this session will explore various models of working with clients and their advisors. Often times, professionals have difficulty balancing their time, expertise, and/or services with proper compensation for the appropriate effort involved. You will learn how to navigate through those discussions and find out how to be compensated for the work you do and the expertise you have.
(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 'Client Facilitation'
-
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…’
-
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’
