$25.00
How do we as advisors have those important conversations with clients about how to pass their values on to their next generation in a business succession scenario. Values that are based in work ethic, family, philanthropy, and faith have had much to do with the success of the family business. A successful transfer can be all the more satisfying when those legacies are an intentional part of the succession plan. When you can initiate and lead that conversation, you will become a more valuable resource to your business owner clients. In this presentation, we will outline some strategies that will give you the confidence to lead your clients into this space and generate productive outcomes.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Rick Abbondanza, Esq. and Stan Miller, Esq.
How do we as advisors have those important conversations with clients about how to pass their values on to their next generation in a business succession scenario. Values that are based in work ethic, family, philanthropy, and faith have had much to do with the success of the family business. A successful transfer can be all the more satisfying when those legacies are an intentional part of the succession plan. When you can initiate and lead that conversation, you will become a more valuable resource to your business owner clients. In this presentation, we will outline some strategies that will give you the confidence to lead your clients into this space and generate productive outcomes.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Rick Abbondanza, Esq. and Stan Miller, Esq.
Business owners are overwhelmed trying to increase their revenue and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the five most common personal wealth destroying mistakes business owners make every day at the company level and how you can introduce a process to deliver the solutions they need to implement now.
(Purchase of this product will include only a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common Wealth Destroying Mistakes’
Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
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, Financial Advisor
Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’