

$25.00
Our ninth annual current developments program will focus on the new planning issues and opportunities that will impact our financial advisor, CPA, insurance professional, trust officer, and attorney practices. In a lively, highly interactive session we will share those things that are practical and relevant in 2013 and beyond that will bring real value to our clients as we learn together what’s new, what we didn’t know, and what has changed from what we thought we knew.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by David K. Cahoone, Esq.
Our ninth annual current developments program will focus on the new planning issues and opportunities that will impact our financial advisor, CPA, insurance professional, trust officer, and attorney practices. In a lively, highly interactive session we will share those things that are practical and relevant in 2013 and beyond that will bring real value to our clients as we learn together what’s new, what we didn’t know, and what has changed from what we thought we knew.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by David K. Cahoone, Esq.
Over 18 years of helping attorneys get new clients, four key strategies have emerged as most effective. SmartMarketing president Mark Merenda shares the techniques you can use immediately to grow your revenue, increase your profit, and achieve your ideal practice.
(Purchase of this product will include an Audio recording, and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Four Keys to Marketing Your Practice’
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’
Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler and Joseph J. Strazzeri
Click play to watch a short video about ‘Business Valuations LTD’