Medi-Cal Assisted Living Waiver Program: Your Questions Answered
February 15, 2017
7 Steps to a Successful Business Exit
February 28, 2017
Depolarizing the Millennial Workplace
$25.00
What 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
What 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
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7 Steps to a Successful Business Exit
$25.00Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed:
- Structuring your business to attract buyers
- Selling your business to family members or key employees and still getting the cash you need
- Decreasing the amount of time and risk it takes to get your money from a sale to key employees or family members
- Selling to whom you want, when you want, and get the income you want
- The Seven Steps to a Successful Exit
(Purchase of this product will include an Audio recording and Video copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
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Changing the Dialogue
$25.00Collaboration – often talked about, seldom done well, and mostly boring. Join Joe and Steve in an interactive dialogue as they review how to change the client/advisor conversation; reinforce yourself as a consultant instead of just another sales person; and bring various parties together focusing on clients’ priorities. Increase the probability of a client engagement through financial/legal strategies as well as choosing from client advising, engagement, or partnering practice models.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Changing the Dialogue’
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How Charitable Strategies Enhance Estates – 2017
$25.00Wealthy families cannot leave 100% of their estates to their children and grandchildren because the estate and the gift transfer tax system intervene. This workshop will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
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