$25.00
Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Eve Nasby and Matt Brogdon, PRC
Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Eve Nasby and Matt Brogdon, PRC
The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
Click play to watch a short video about ‘Evolving the Business – You and/or Your Clients’
Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’