The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore
September 21, 2018Trustee Training: Rights and Responsibilities – Oct 11
October 15, 2018
The Four Questions Every Business Owner Should Clearly Know the Answers To
$25.00
Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party. These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next? Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions. Leave with a plan, process, and how to accomplish it.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party. These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next? Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions. Leave with a plan, process, and how to accomplish it.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
Related products
-
Add to cart
Don’t be Stuck in the “Wait and See” Trap!
$25.00Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration. Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.
-
Add to cart
Strazzeri Mancini, LLP
$25.00All of us run in to clients with advanced needs where we want to help. Join Steve to learn more about co-counsel relationships and the planning process to help affluent families and business owners. Take a look at www.strazzerimancini.com and the FamilyCare Wealth Strategies Planning Group tab to see if this kind of planning and process might be right to collaborate into your practice and increase your revenue, while maintaining your client relationships for years thereafter.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about ‘Strazzeri Mancini, LLP’
-
Add to cart
California Forum for Accountants – Full 7-Part Series
$140.00This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an accountant’s point of view – and will provide relevant information to help you protect your clients, recognize reporting requirements, and provide opportunities to grow your practice.
Proper Reporting May Prevent Estate Litigation
Presented by Wendy Wilson, Esq. and Alejandro Matuk, Esq.Secrets from the Board Room – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client AnalystEvolving the Business – Yours and/or Your Clients’
Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.From their Perspective – How to be Relevant in “Google-land”
Presented by Rob Pene, Director of Digital Education and Communication and Pablo Palomino, Esq.Understanding the Reporting Requirements and Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn. CFP®, MEd and Nick GardnerLife Insurance – Appropriate? Or Even Necessary?
Presented by Trey Fairman, J.D., LL.M. and Stephen J. Mancini, Esq.Running Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
