Trustee Training – Rights and Responsibilities – Kim and Steve
June 20, 2016
Long Term Care – Where We’ve Been, Where We Are, and Where We’re Going
June 21, 2016
Engaging Clients with Real Estate – One Man’s Trouble is Another Man’s Opportunity
$25.00
All of our clients own real estate — from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search of wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford & Freddy Garmo, Esq.
All of our clients own real estate — from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search of wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Ponsford & Freddy Garmo, Esq.
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The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
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(Purchase of this product will include a PDF copy of the presentation.)
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