Buy-Sell Agreement and Contingency Planning
May 26, 2016
Dealing with Real Estate in a Contested Matter – Before and After Death
May 27, 2016
Wealthy Clients and Their Children Get in Trouble Too
$25.00
What do we do when we get the call from our client asking for help due to a criminal or drug matter? Many practitioners are the go to quarterback for their clients and need to have both an overall understanding of these areas and a way to access resources quickly. Richard will expose the legal system and underlying process in helping clients when confronted with these life changing events and the bridge to how counseling may help not only the legal outcome but also the health of the individual and family.
Presented by Richard Katzman, Esq.
What do we do when we get the call from our client asking for help due to a criminal or drug matter? Many practitioners are the go to quarterback for their clients and need to have both an overall understanding of these areas and a way to access resources quickly. Richard will expose the legal system and underlying process in helping clients when confronted with these life changing events and the bridge to how counseling may help not only the legal outcome but also the health of the individual and family.
Presented by Richard Katzman, Esq.
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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.)
Presented by Sharp HealthCare Executive Leadership Team
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Philanthropic Planning in SD with Sharp HealthCare
$25.00During the last decade the Foundations of Sharp HealthCare, through helping advisors and their clients, have generated more than $160 million in philanthropy. For many years, Sharp has been the beneficiary of not only generous planned gifts from individuals and families, but also of the support, engagement, and advice of gift and estate planning professionals; notably through the Sharp Family of Advisors and its series of small group forums. Learn how to be part of the Sharp Family of Advisors, help your clients, and stay informed in the ever changing health care landscape.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Bill Littlejohn, CEO, Sharp HealthCare Foundation
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Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(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
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