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The Renaissance in Estate/Financial Planning and Taxation – Tweaking and Re-doing the “Alphabet Soup”
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Family Businesses: Recognizing the Areas of Conflict at the Intersection of Family, Ownership, and Management
$25.00
A truly sustainable system allows the boundaries among family, ownership, and business management to flex, bend, and absorb the occasional shocks. A sustainable system that contains dynamic and elastic boundaries is both healthy and essential. During this presentation, participants explore:
- The most common conflicts encountered in family businesses
- The best practices in resolving conflicts in the moment
- The enduring approaches that allow a family system to flourish and remain flexible in the midst of stress and change
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Emily Bouchard
PREVIEW:
A truly sustainable system allows the boundaries among family, ownership, and business management to flex, bend, and absorb the occasional shocks. A sustainable system that contains dynamic and elastic boundaries is both healthy and essential. During this presentation, participants explore:
- The most common conflicts encountered in family businesses
- The best practices in resolving conflicts in the moment
- The enduring approaches that allow a family system to flourish and remain flexible in the midst of stress and change
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Emily Bouchard
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Expectation Marketing
$75.00Often times when you are marketing to potential clients or referral sources, you may not receive your ideal client or referrals. In this session, you will learn why it is important to set the stage before the first meeting and lay out the expectations prior to, allowing for a smoother initial visit. Learn specifics on how to implement a proper marketing approach that gives potential clients and referrals sources a window into who you are and your expectations before hand.
(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
Check out the short video below to learn more about 'Expectation Marketing'
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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.)
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Click play to watch a short video about ‘Business Owners with More Than 50 Employees’
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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
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