2013 CPA WORKSHOP. June 24, 2013 Grand America Hotel Salt Lake City, Utah. Sponsored by corprotect Empowered Wealth LLC.
|
|
|
- Frederick Lamb
- 5 years ago
- Views:
Transcription
1 2013 CPA WORKSHOP Sponsored by corprotect June 24, 2013 Grand America Hotel Salt Lake City, Utah 2012 Empowered Wealth LLC.
2 Family Leadership- the New Estate Planning 2013 Empowered Wealth LC.
3 Time Magazine War on Terror Stagnant Market Corporate Fraud Mid-East Violence Personal Debt Housing Bubble Social Security Federal Deficit The New Economy Weak U.S. Dollar China Emerges Gas Prices 2012 Empowered Wealth LLC.
4 Go BIG! Begin In Gratitude Empowered Wealth LLC.
5 We Live in a World of Abundance Abundance is not something we acquire, it is something we tune into. Wayne Dyer
6 Progress the last 100 years: Cost of Food 10% Cost of Electricity 20% Cost of Transportation 100% Cost of Communication 1000% Source: Abundance: The Future Is Better Than You Think by Peter Diamandis 2013 Empowered Wealth LLC.
7 Progress the last 100 years: Average Human Life Span Average per-capita income Childhood Mortality 2X 3X 10X Source: Abundance: The Future Is Better Than You Think by Peter Diamandis 2013 Empowered Wealth LLC.
8 Poverty Redefined In U.S. the number of people under poverty line: 99% have electricity, water, toilet, refrigerator 95% have television 88% have cell phones 70% have a car and air conditioning Source: Matt Ridley of The Rational Optimist, Empowered Wealth LLC.
9 The Earth is running out of water!! Earth is 70% water 97% of water is salt water 80% of non-salt water is ice That leaves.5% of all water usable The SlingShot will process 1,000 liters of 2 cents/liter 2013 Empowered Wealth LLC.
10 Energy: We are running out of energy sources! 16 terawatts of energy hit the earth every 88 seconds! Cost of solar energy is now 50% of the cost of diesel Empowered Wealth LLC.
11 Moore s Law: Moore's Law suggests the transistor density of an integrated circuit doubles approximately every 24 months Empowered Wealth LLC.
12 New Technologies: Cloud Computing Sensors & Networks Robotics 3D Printing Synthetic Biology Digital Medicine Nanomaterials Artificial Intelligence 2013 Empowered Wealth LLC.
13 Twenty-six years from now. 8,192 times more capability!! 2013 Empowered Wealth LC.
14 Algorithms and Their Effect on the Future 2013 Empowered Wealth LC.
15 Connectivity: 2 Billion people are connected to the internet. By 2020 Five Billion people connected to the Internet Source: Abundance: The Future Is Better Than You Think by Peter Diamandis 2013 Empowered Wealth LLC.
16 The Connection Economy the industrial economy will not survive scarcity and abundance have been flipped we have too many good choices--there's an abundance of things to buy and people to hire. high-quality work is no longer scarce competence is no longer scarce, either Seth Godin, The Icarus Deception 2013 Empowered Wealth LLC.
17 12,000,000 businesses owned by baby boomers in the United States 70%+ are expected to change hands in the next 10 to 15 years. Source: Robert Avery of Cornell University 2012 Empowered Wealth LLC.
18 a Blue Man company
19 a Siegfried and Roy company
20 The Mirage suffered financially, not just from the loss of $50+ million in annual ticket sales, but from having to forgo untold millions in sales of food, beverages, hotel rooms and the casino's gambling winnings. Las Vegas Advisor 2013 Empowered Wealth LLC.
21 An MGM Mirage spokesman said losing Siegfried & Roy is a bigger hit to the Mirage brand than to its finances, because the entertainers are "practically the faces" of the hotel, and finding a new hotel brand or identity will be difficult. Las Vegas Advisor 2013 Empowered Wealth LLC.
22 The Three Greatest Fears facing affluent families: 1. Loss of Choice and Control They want the freedom to make decisions about those things that matter most: Business/Investment Opportunities Personal Growth Leisure and Passions 2012 Empowered Wealth LLC.
23 The Three Greatest Fears facing affluent families: 2. Wealth Becomes a Negative Influence Children and heirs have no motivation No passion No abilities to be productive Subject to Affluenza 2012 Empowered Wealth LLC.
24 The Three Greatest Fears facing affluent families: 3. No Empowering Legacy Their work will end when they do. No system to capture life s experiences for future generations. Won t be remembered. Too busy to focus on what matters most Empowered Wealth LLC.
25 The Three Greatest Fears facing affluent families: Are these fears justified? 2012 Empowered Wealth LLC.
26 Shirt Sleeves to Shirt Sleeves in 3 Generations Nearly 70% of all family firms fail before reaching the 2nd generation; 88% fail before the 3rd generation; only a little more than 3% survive to the 4th generation and beyond.. The Family Firm Institute, Brookline, Massachusetts Empowered Wealth LC.
27 The 3 rd Generation the Brittle Generation 2012 Empowered Wealth LLC.
28 The Vanderbilts: It has left me with nothing to hope for, with nothing definite to seek or strive for. Inherited wealth is a real handicap to happiness. - William K. Vanderbilt, grandson of Cornelius Vanderbilt 2012 Empowered Wealth LLC.
29 Traditional Estate Planning has Become a Game of: Divide, Defer, Dump, Dissipate 2012 Empowered Wealth LLC.
30 The Rothschilds: It requires a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it. - Nathan Rothschild 2012 Empowered Wealth LLC.
31 The Shift They are shifting the way they think about wealth Empowered Wealth LLC.
32 2012 Empowered Wealth LLC. Copyright Empowered Wealth, LC
33 Core Family Health Values (Virtues) Well-being Friends Heritage Character Unique Ability Talents Cash We Optimize Family & Business Wealth Financial Real Estate Stocks, Bonds Business THINGS - your financial and material possessions 2012 Empowered Wealth LLC. THE THE Empowered Family Empowered Wealth Treasury System Experience Education Experiences Reputation Systems Ideas Traditions Alliances Skills Networks Contribution Taxes Re-direct Charitable Contributions of Core, Experience and Financial Assets through your Family Foundation
34 Empowered Wealth LC. We optimize Family True Wealth Wealth
35 The Tipping Point All successful multi-generational family businesses ultimately transition into a business family. Philippe de Gaspé Beaubien, founder The Business Families Foundation Empowered Wealth LLC.
36 The Three Keys of Empowering Intergenerational True Wealth Transfer: 1. A Family True Wealth Philosophy (the Why) Empowered families have a Unifying Vision of who they are; where they are; and where they are going. 2. A Powerful Plan (the What) Empowered families have a Family Leadership Plan that is flexible, empowering and efficient. 3. A Business Family Coach (the How) Empowered families have an experienced coach to bring fresh ideas, motivate and help avoid pitfalls Empowered Wealth LLC.
37 Family Leadership- the New Estate Planning 2013 Empowered Wealth LC.
38 we empower families 2013 Empowered Wealth LC.
39 When the business is sold and your client walks out the door What s the next step? 2012 Empowered Wealth LLC.
40 We protect and empower families that own businesses utilizing concepts and tools that take them to a successful next step Empowered Wealth LLC.
41 the Smart-Policy Advantage We Optimize Business and Personal Life Insurance Products through Wisdom, Objectivity and Transparency 2012 Empowered Wealth LLC.
42 $ 3 Trillion in Neglected Life Insurance Cash Values - Liability or Opportunity For You? Few know what they are being charged or what they are earning Largest pool of wealth that s been neglected by the financial services industry Increasing regulatory requirements & fiduciary litigation, these assets can no longer be ignored
43 Your Clients Opportunity with the Smart-Policy Advantage A single resource for independent, objective, and transparent life insurance review.
44 the Smart-Policy Audit Client Benefits: Average savings 40% Average increase in benefits 40% Loose ends tied down Audit confirms they have a great plan They are HAPPY no matter what 2012 Empowered Wealth LLC.
45
46
47 the Smart-Policy Advantage Advisor Benefits: Strengthens relationship with clients Potential dollars directly to EBITDA Increases value of company 2012 Empowered Wealth LLC.
48 Business & Life Insurance Buy/Sell Agreements Key Employee Disability Business Valuation Business Succession Retirement Funding Executive Bonus Business Overhead Captive Insurance
49 $3 Trillion Dollar Problem? No! It s a $3 Trillion Opportunity! Strengthen your competitive advantage -
50 the Smart-Policy Advantage Providing greater business opportunities and protection for you, and greater value for your clients 2012 Empowered Wealth LLC.
51 We empower families Empowered Wealth LC.
52 We help family businesses reach higher levels of empowerment through our 4 step PowerFul Planning Process Empowered Wealth LLC.
Retired Executives: e Untapped Resource for Tackling Tough Business Challenges
A REPORT FROM EXECBRAINTRUST.COM Retired Executives: e Untapped Resource for Tackling Tough Business Challenges Copyright 2012 ExecBrainTrust All rights reserved The Conundrum Around the country, in every
HIGH-NET-WORTH BUSINESS OWNERS AND CORPORATE EXECUTIVES
2014 U.S. TRUST INSIGHTS ON WEALTH AND WORTH HIGH-NET-WORTH BUSINESS OWNERS AND CORPORATE EXECUTIVES Highlights Business owners and corporate executives are a significant source of wealth creation. As
REDEFINING WEALTH MANAGEMENT
REDEFINING WEALTH MANAGEMENT SIMPLIFY YOUR FINANCIAL LIFE Wealth is always accompanied by complexity whether preserving assets in the face of volatile markets, leaving a legacy without subjecting heirs
The Allianz American Legacies Pulse Survey
The Allianz American Legacies Pulse Survey Exploring the impact of the financial crisis on legacy strategies Allianz Life Insurance Company of North America Allianz Life Insurance Company of New York ENT-1371-N
UBS Investor Watch. U.S. insights on investor sentiment / 1Q Who s the boss? Business ownership: Who s in, who s out and who s holding back
UBS Investor Watch U.S. insights on investor sentiment / 1Q 2018 Who s the boss? Business ownership: Who s in, who s out and who s holding back From the runaway popularity of television s Shark Tank to
What is arguably the biggest mystery faced by anyone
CHAPTER 8 The Legend of Real-Estate Tax Strategies By Ronald A. Mermer, CPA, CGMA, CTC, CCPS What is arguably the biggest mystery faced by anyone looking to live a better life? It is the mystery of why
Women & Wealth: FINANCIAL CONFIDENCE COMES WITH FINDING THE RIGHT ADVICE
Women & Wealth: FINANCIAL CONFIDENCE COMES WITH FINDING THE RIGHT ADVICE PERSONALIZATION MATTERS Regardless of gender, a good financial plan is one that is unique to you and the goals you set for yourself.
MISSION TO HELP PEOPLE FROM ALL WALKS OF LIFE BUILD A BETTER FUTURE
MISSION TO HELP PEOPLE FROM ALL WALKS OF LIFE BUILD A BETTER FUTURE CONSIDER THESE THREE QUESTIONS: 1 2 3 Do you know someone who could benefit from this message? Can this information help you, your family
U. S. S p o r t s B e t t i n g a n d I n t e r a c t i v e G a m i n g J o i n t V e n t u r e. J u l y
U. S. S p o r t s B e t t i n g a n d I n t e r a c t i v e G a m i n g J o i n t V e n t u r e J u l y 2 0 1 8 L e g a l D i s c l a i m e r s FORWARD-LOOKING STATEMENTS Statements in this presentation
The Geneva Riverside Group at Morgan Stanley. James White - Cheryl Snook - Holly Cotherman
The Geneva Riverside Group at Morgan Stanley James White - Cheryl Snook - Holly Cotherman 10 West State Street Suite 204, Geneva, IL 60134 800-262-2061 / TOLL-FREE 630-262-2020 / MAIN 630-262-2030 / FAX
2016 Retirement preparedness survey findings
2016 Retirement preparedness survey findings RETIREMENT PERSPECTIVES Key Themes Saving for retirement is getting progressively harder for each generation. More than half of pre-retirees expect to have
SUCCESSION PLANNING THE NEXT GEN WAY. How younger investors can ensure your legacy and fund your retirement
SUCCESSION PLANNING THE NEXT GEN WAY How younger investors can ensure your legacy and fund your retirement 1 John D. Anderson, Managing Director Practice Management Solutions SEI Advisor Network 610.676.2174
Myths, Lies & Mutual Funds
Myths, Lies & Mutual Funds Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential. John Maxwell MYTH 1: You Have to Be an Expert
FINANCIAL WELLNESS: A PRIORITY FOR FINANCIAL SERVICES. January 18, 2018
FINANCIAL WELLNESS: A PRIORITY FOR FINANCIAL SERVICES January 18, 2018 Boston Research Technologies conducted an online survey with a national sample of 1,242 employees who responded between September
Deutsche Bank Leveraged Finance Conference September 2014
Deutsche Bank Leveraged Finance Conference September 2014 Forward Looking Statements This presentation contains forward-looking statements regarding operating trends, future results of operations and the
Providing Greater Clarity, Confidence and the Capabilities to Succeed in the Retirement Plan Business
Providing Greater Clarity, Confidence and the Capabilities to Succeed in the Retirement Plan Business Discover the techniques for ensuring successful retirement outcomes for plan sponsors and participants.
Spending Habits of the Wealthiest Americans. A Spectrem Group White Paper
1 While it is true that great wealth provides financial security, it also provides the opportunity to spend money on items others cannot afford. Investors with lesser wealth do spend money on home improvements,
4/12/2016. Millennials: Who are They and Why You Should Care. Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services
Millennials: Who are They and Why You Should Care Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services 1 Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services Sarah
Millennials: Who are They and Why You Should Care
Millennials: Who are They and Why You Should Care Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services Sarah Simoneaux, CPC, President, Simoneaux & Stroud Consulting Services Sarah Simoneaux
THE ORDINARY MAN S WAY TO WEALTH
THE ORDINARY MAN S WAY TO WEALTH By Bob Ritchey Real Estate Broker Founder of THE WIN THE GAME OF MONEY INSTITUTE We can understand how talented people can use their extraordinary skills and talents to
The Griggs Hartman Pattisall Group at Morgan Stanley Smith Barney. A Wealth Management Team
The Griggs Hartman Pattisall Group at Morgan Stanley Smith Barney A Wealth Management Team We are committed to helping our clients through the three stages of wealth: growing, preserving and transferring.
Taylor Financial Group s Monthly Planning Letter
Taylor Financial Group s Monthly Planning Letter September 2015 IRA Checklist Month September is IRA Checklist Month at Taylor Financial Group When was the last time you reviewed your retirement plan?
Brian Hammersley CFP, CRPS
WEALTH MANAGEMENT Brian Hammersley CFP, CRPS Portfolio Manager Vice President Financial Advisor 2211 York Rd., Suite 100 OAKBROOK, IL 60523 630-203-6157MAIN 800-755-9755 TOLL-FREE 630-756-4132 FAX www.morganstanley.com/fa/brian.hammersley
MGM Resorts International (Exact name of registrant as specified in its charter)
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of report (Date of earliest event
Let s Plan Your Future Together
Let s Plan Your Future Together Comprehensive Financial Planning insight2wealth.com (800) 878-1665 Life Happens We Listen ABOUT INSIGHT WEALTH STRATEGIES Insight Wealth Strategies is a comprehensive financial
Wealth with Responsibility Study/2000
Wealth with Responsibility Study/2000 Introduction The 2000 Study on Wealth with Responsibility (WWR) was conducted solely for Deutsche Bank Private Banking by researchers at the Boston College Social
The Kline Group at Morgan Stanley Smith Barney
The Kline Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. Our Mission Managing your assets can become not
MGM GRAND DETROIT A VALUE ADDED DEVELOPMENT STRATEGY
MGM GRAND DETROIT A VALUE ADDED DEVELOPMENT STRATEGY Introduction The MGM Grand Detroit was a successful project that was opened ahead of schedule and under budget. The project won national design/development
Well Being, Well Done
Well Being, Well Done A Project of the Sudden Money Institute Well Being: A profound state of being found at the intersection of Life and Money. You can have it before you have accumulated large amounts
Copyright Kosoma LLC All Rights Reserved Don't Miss an Issue - Subscribe to OIO Now!
& Marketing News The Publication You Have Come To Trust Copyright Kosoma LLC All Rights Reserved Don't Miss an Issue - Subscribe to OIO Now! You now have FREE Redistribution rights to this newsletter!
The Aging Economy. Canadians are living longer. The greying of the Canadian population. Improving with Age
BMO Wealth Management Insight Canadian Edition OCTOBER 2018 Improving with Age Living longer means that thoughtful and effective financial decisions should be made about retirement and estate planning
High Net Worth Men Vs. Women. A Spectrem Group White Paper
High Net Worth Vs. 1 High Net Worth Vs. In examining the mindsets of HNW* investors, women self-report a more cautious, conservative and less confident attitude toward investing and maintaining their current
Raising Money-Savvy Kids Your Role as Chief Financial Parent. Jeremiah S. Burns, Jr. Senior Vice President Family Wealth Director February 2018
Raising Money-Savvy Kids Your Role as Chief Financial Parent Jeremiah S. Burns, Jr. Senior Vice President Family Wealth Director February 2018 Today s Agenda 1. An Early Start 2. How to Prepare 3. The
M G M R E S O R T S I N T E R N A T I O N A L SUPPLEMENTAL SLIDES REVENUE RECOGNITION
M G M R E S O R T S I N T E R N A T I O N A L SUPPLEMENTAL SLIDES REVENUE RECOGNITION 2018 M GM RESORTS INTERNATIONAL N E W R E V E N U E R E C O G N I T I O N A C C O U N T I N G S T A N D A R D As disclosed
Spending Choices Among Wealthy Investors. A Spectrem Group White Paper
1 It s a phrase spoken by millions of Americans daily: If I had the money, I would. Affluent investors do have the money, but they don t all go on regular spending sprees. Spectrem research shows that
The WSJ Guide To The 50 Economic Indicators That Really Matter: From Big Macs To "Zombie Banks," The Indicators Smart Investors Watch To Beat The
The WSJ Guide To The 50 Economic Indicators That Really Matter: From Big Macs To "Zombie Banks," The Indicators Smart Investors Watch To Beat The Market (Wall Street Journal Guides) Download Free (EPUB,
The Future of Financial Advice
The Future of Financial Advice Robert DeChellis President & Chief Strategist Allianz Exchange 54856-18 Polling Question On a scale from 0-10, what is the likelihood that you d recommend a career as a financial
dear fellow shareholders,
2013 annual report dear fellow shareholders, 2013 was a landmark year for Umpqua Holdings. We celebrated Umpqua Bank s 60th anniversary and the investments and actions taken over the last few years delivered
Taylor Financial Group s Monthly Planning Letter
Taylor Financial Group s Monthly Planning Letter December 017 Year-End Planning December is Year-End Planning Month at Taylor Financial Group We have prepared this short newsletter to provide you with
The Easiest Way To Make Money In Real Estate
The Easiest Way To Make Money In Real Estate Introduction Here we go You re interested in making money in real estate. That s why you re reading this report. I know your goal You want a better return than
An Investment Plan to Create Wealth DISCOVER LIFE S THREE CHRONOLOGICAL INVESTMENT PERIODS
1 An Investment Plan to Create Wealth DISCOVER LIFE S THREE CHRONOLOGICAL INVESTMENT PERIODS Our investment philosophy is based on an individual s chronological time line, which consists of three periods:
Managing Your Finances
1 Presentation Notes: Part 1 Slide 1 Part I Planning for Financial Stability A seven step plan for a secure future Financial stability does not just happen. It takes a plan. We all want to have money when
Comprehensive Estate Planning: Achieving Your Vision
Comprehensive Estate Planning: Achieving Your Vision Friday, February 6, 2015 200 South Orange Avenue Sarasota FL 34236 941.366.4800 Slide 1 Ric Gregoria, J.D., CPA Rose-Anne Frano, J.D., LL.M. Slide 2
They took classes in basements,
COMPLIMENTARY FINANCIAL PLA N N E R Giving Back To the Program That Shaped Their Lives They took classes in basements, had a hotel for a residence, and spent a lot of their time trying to explain to people
RETIREMENT EDUCATION. The Correlation Between Retirement Readiness and Employer Involvement
RETIREMENT EDUCATION The Correlation Between Retirement Readiness and Employer Involvement Employer-Provided Retirement Education a Win-Win for Employers and Employees Americans workplace retirement plans
Planned giving S E C U R I N G T H E F U T U R E T H E C O M M U N I T Y C H U R C H
Planned giving S E C U R I N G T H E F U T U R E o f T H E C O M M U N I T Y C H U R C H O F V E R O B E A C H W h o a m I a n d w h o a r e m y p e o p l e t h a t w e s h o u l d b e p e r m i t t e
Estate Planning. Insight on. Tax Relief act provides temporary certainty for your estate plan
Insight on Estate Planning February/March 2011 Tax Relief act provides temporary certainty for your estate plan 3 postmortem strategies that add flexibility to your estate plan Can a SCIN allow you to
WHAT EVERY SENIOR SHOULD KNOW ABOUT PROBATE
WHAT EVERY SENIOR SHOULD KNOW ABOUT PROBATE What Every Senior Should Know About Probate 1 Want to see two groups who make the Republicans and Democrats look like one big, happy family? Then put into one
MGM RESORTS INTERNATIONAL REPORTS FIRST QUARTER FINANCIAL AND OPERATING RESULTS
Exhibit 99.1 MGM RESORTS INTERNATIONAL REPORTS FIRST QUARTER FINANCIAL AND OPERATING RESULTS CityCenter announces agreement to sell Mandarin Oriental Las Vegas for approximately $214 million Las Vegas,
September is IRA Checklist Month Monthly Planning
September 2017 Taylor Financial Group s Monthly Planning Letter IRA Checklist Month September is IRA Checklist Month Monthly Planning In this Issue Page at Taylor Financial Group Are you maximizing your
Texas Small Farmers & Ranchers Community Based Organization (CBO) Presents:
Texas Small Farmers & Ranchers Community Based Organization (CBO) Presents: Financial Legacy and Preservation For A Lifetime And The Next Generations Workshop Before We Get Started Refreshments Breaks
A Hedge Fund Primer. In This Issue:
OnWatch S E P T E M B E R 2 0 1 7 V O L U M E 8, I S S U E 2 In This Issue: A Hedge Fund Primer Becoming a non-family director of a family business Putting Legacy 401k Accounts to Good Use A Hedge Fund
McCombs Knowledge To Go. January 12, 2015
McCombs Knowledge To Go January 12, 2015 Financial Overview for Young Alumni: Achieve Your Goals by Kelly Kamm, Ph.D. Finance Senior Lecturer, Department of Finance, McCombs My Background & Choices Ph.D.
A Succession Plan is Critical
B.O.S.S. Workshops (Business Owner Strategy Sessions) A Succession Plan is Critical You will Exit your business. Who will be in control? March 17, 2011 www.bossworkshops.com B.O.S.S. Workshops (Business
15 Specific Barter Strategies
15 Specific Barter Strategies Let me share a few of the barter strategies so you can start to see and appreciate the lucrative money-making, profit-boosting opportunities I want to reveal to you. 1.) Save
THE FINANCIAL SERVICES BUSINESS PLATFORM INFOGRAPHIC
THE FINANCIAL SERVICES BUSINESS PLATFORM INFOGRAPHIC Information graphics, or infographics, are visual representations of information, data and knowledge. The graphics presented here are designed to help
Merrill Edge Report years later: Effects of the Great Recession lead millennials to play it safe
1 Letter from Aron Levine Everywhere we look, millennials continue to redefine life priorities, and as we seek to understand how Americans are shaping their financial futures, the Merrill Edge Report continues
Their cause is reducing health care costs.
To: GOP Health Care Advocates Re: GOP Health Care Strategy Fr: Alex Castellanos July 7, 2009 The research Chairman Steele has conducted at the RNC on health care has produced some significant new insights
For CEOs. By Mike Critelli DOSSIA ALL RIGHTS RESERVED
For CEOs By Mike Critelli 2012 DOSSIA ALL RIGHTS RESERVED www.dossia.org You are frustrated by your Company s inability to control healthcare costs. What can you do in an environment in which the federal
Invest with Confidence: The Five Laws of Building Wealth through Real Estate
Invest with Confidence: The Five Laws of Building Wealth through Real Estate Are you financially prepared for retirement? Do you know how true wealth is generated? IN FACT, IN THE U.S., 80% OF NON-HOME
PNC CENTER FOR FINANCIAL INSIGHT
PNC CENTER FOR FINANCIAL INSIGHT PNC Center for Financial Insight SM builds bridges from thought to action, creating practical, applicable strategies to help benefit you and your family. Contributing Authors:
Boomer, Gen X, Millennial Women: Do they give differently?
Boomer, Gen X, Millennial Women: Do they give differently? November 29, 2017 Abbie J von Schlegell, CFRE Principal a. von schlegell & co Who Are Boomers? Born 1946 to 1964 AKA: Woodstock Generation 78
Robert Moss, PhD Professor of Biology, and Health Careers Advisor
Robert Moss, PhD Professor of Biology, and Health Careers Advisor Wofford College *Presentations will be available at http://webs.wofford.edu/mossre/hcreform.htm Why are we here? Copyright 2009 Creators
Live Your Life Well Spent
Live Your Life Well Spent Believing that biblical wisdom is the best guide for making wise financial decisions, we strive to help you achieve your financial goals so you can focus on living a life well
Transforming Retirement Savings. May 2016
Transforming Retirement Savings May 2016 Problem: The State of U.S. Retirement Savings = Dismal Headlines sound the alarm that saving for retirement in the United States is getting harder 75% of Americans
Using Social Innovation Strategies to Drive Business Growth
Using Social Innovation Strategies to Drive Business Growth Redefining the Client Experience and Networking in the 21 st Century Amy Riggins Senior Vice President Chief Marketing Officer Personal Financial
Important notes. Agenda. Values and Beliefs. Values and Beliefs. Values and Beliefs. Values and Beliefs. If it s to be, it s up to me.
Important notes Agenda Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and
Our guide to family foundations
Our guide to family foundations Phaup Wealth Management Group of Wells Fargo Advisors J.P. Phaup Managing Director Investments Eric Showalter, CFP Financial Advisor Many persons have a wrong idea of what
WEALTH DIVERSIFICATION, OWNERSHIP TRANSITION
WEALTH DIVERSIFICATION, OWNERSHIP TRANSITION AND LIQUIDITY OPTIONS FOR ENTREPRENEURS A Private Equity Perspective TBD FLORIDA CAPITAL ADVISORS Our Firm Advise on growth strategies, maximizing enterprise
GUIDE OTHERS AND LIVE GENEROUSLY TO BE WISE WITH MONEY. Explore a career as a Thrivent Financial representative
GUIDE OTHERS TO BE WISE WITH MONEY AND LIVE GENEROUSLY Explore a career as a Thrivent Financial representative Would you like to represent a membership organization serving Christians that offers a unique
National Family Office Forum: Adapt, innovate, and transform 2018 survey report
National Family Office Forum: Adapt, innovate, and transform 2018 survey report Introduction Although no two family offices are alike, many single family offices (SFOs) do have a great deal in common.
2017 Workplace Benefits Report
RETIREMENT & BENEFIT PLAN SERVICES 2017 Workplace Benefits Report Insight for employers to drive employee engagement and empower them to pursue their best financial lives 2017 WORKPLACE BENEFITS REPORT
2014 Wells Fargo Middle-Class Retirement Study
2014 Wells Fargo Middle-Class Retirement Study Table of contents Overview 1 Key findings 2 Background and methodology 8 Overview Consistent with findings from previous surveys, middle-class Americans continue
Estate Planning. Insight on. Adapting to the times Estate planning focus shifts to income taxes. International estate planning 101
Insight on Estate Planning June/July 2014 Adapting to the times Estate planning focus shifts to income taxes International estate planning 101 When is the optimal time to begin receiving Social Security?
people and culture are key to our success
april 2018 dear fellow shareholders, 2017 capped Morgan Stanley s journey through a multi-decade period of challenges and recovery. By transforming our business mix and risk profile, and embracing the
Investment outsourcing options for your pension plan
Fiduciary solutions for CORPORATE PENSION PLANS Investment outsourcing options for your pension plan INVESTED. TOGETHER. Managing complexity Managing a pension plan is not getting any easier. Rapid-fire
How To Win With Money
By: Joseph Sangl We re passionate about helping YOU win with your money. In this series, we are going to be talking about a practical, step-by-step plan that you can use to take your finances to the stratosphere!
PNC CENTER FOR FINANCIAL INSIGHT
PNC CENTER FOR FINANCIAL INSIGHT The PNC Center for Financial Insight SM builds bridges from thought to action, creating practical, applicable strategies to help benefit you and your family. Discovering
MGM Resorts International Reports Third Quarter Financial And Operating Results
NEWS RELEASE MGM Resorts International Reports Third Quarter Financial And Operating Results 10/30/2018 LAS VEGAS, Oct. 30, 2018 /PRNewswire/ -- MGM Resorts International (NYSE: MGM) ("MGM Resorts" or
Blockchain: A true disruptor for the energy industry Use cases and strategic questions
Blockchain: A true disruptor for the energy industry Use cases and strategic questions Phoenix rising The oilfield services sector transforms again In its ongoing journey to power and move the world, the
2016 INSURANCE SYMPOSIUM
2016 INSURANCE SYMPOSIUM DLA Piper, No. 1 Martin Place, Sydney, Australia Wednesday, 24 February 2016 www.dlapiper.com 2016 Insurance Symposium Wednesday, 24 February 2016 0 1 Dr Now and when: Digital
Jeremy Siegel on Dow 15,000 By Robert Huebscher December 18, 2012
Jeremy Siegel on Dow 15,000 By Robert Huebscher December 18, 2012 Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania and a Senior Investment
MY TIPS FOR MAKING A LIVING FROM TRADING
MY TIPS FOR MAKING A LIVING FROM TRADING CULTIVATING TRAITS FOR BECOMING A SUCCESSFUL TRADER Giovana Vega - COPYRIGHT 2017. ALL RIGHT RESERVED My Tips for Making a Living from Trading Hi! Thank you for
YOUR FINANCIAL FUTURE
YOUR FINANCIAL FUTURE February 2018 In This Issue Client Letter Volatility During Healthy Markets February 2018 The latest Client Letter addresses the recent volatility in the equity markets. Although
Financial Snapshot. Prepared for: Sample. Prepared By: Kevin Imhoff Date: 11/15/16.
Financial Snapshot Prepared for: Sample Prepared By: Kevin Imhoff Date: 11/15/16 Michigan Branch 4112 W. St. Joe Hwy, Suite C Lansing, Michigan 48917 T 517-886-0040 F 517-886-0804 E Kevin.Imhoff@BlueDFS.com
Cambridge University Press Getting Rich: America s New Rich and how they Got that Way Lisa A. Keister Excerpt More information
PART ONE CHAPTER ONE I d Rather Be Rich This book is about wealth mobility. It is about how some people get rich while others stay poor. In particular, it is about the paths people take during their lives
CHANGING THE PLAYBOOK: How to Prepare Heirs for What s Coming
CHANGING THE PLAYBOOK: How to Prepare Heirs for What s Coming by Marvin E. Blum The Blum Firm, P.C. Imagine you re at a football game. You are excited to see your team play because you ve heard great things
Bank of America. Growing From Strength. Ken Lewis Chairman & Chief Executive Officer. Goldman Sachs December 12, 2007
Bank of America Growing From Strength Ken Lewis Chairman & Chief Executive Officer Goldman Sachs December 12, 2007 Forward Looking Statements This presentation contains forward-looking statements, including
RETIREMENT READINESS FOR YOUR EMPLOYEES THE VALUE OF ADVICE AND PLANNING
RETIREMENT READINESS FOR YOUR EMPLOYEES THE VALUE OF ADVICE AND PLANNING Advice and Planning Services is a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor.
Day 2.notebook November 25, Warm Up Are the following probability distributions? If not, explain.
Warm Up Are the following probability distributions? If not, explain. ANSWERS 1. 2. 3. Complete the probability distribution. Hint: Remember what all P(x) add up to? 4. Find the mean and standard deviation.
No duplication of transmission of the material included within except with express written permission from the author.
Copyright Option Genius LLC. All Rights Reserved No duplication of transmission of the material included within except with express written permission from the author. Be advised that all information is
Prudential Financial Solutions. Planning for Life with. A Unique Personal Advisory Process Designed to Help You Grow and Protect Your Wealth
PRUDENTIAL FINANCIAL PLANNING SERVICES Planning for Life with Prudential Financial Solutions A Unique Personal Advisory Process Designed to Help You Grow and Protect Your Wealth Finally, financial planning
Module 6. Trading discipline
Trading discipline Module 6 Trading discipline The final module in our program discusses the importance of discipline as a trading tool and covers a number of ways to maintain trading discipline, as well
Asset Protection. A planning, conversation, and resource guide
Asset Protection A planning, conversation, and resource guide LOREM IPSUM A PLANNING, CONVERSATION, AND RESOURCE GUIDE Use this guide to help create a plan for protecting those you love and what you have.
THE PENNY POT PROFITEER
PENNY POT PROFITS THE PENNY POT PROFITEER HOW TO BUY AND SELL PENNY POT STOCKS LIKE A PRO SEVEN FIGURE PUBLISHING The Penny Pot Profiteer How to Buy and Sell Penny Pot Stocks Like a Pro Hello, Ray Blanco
Retention strategies during difficult economic conditions. Results from a new Deloitte Survey
Retention strategies during difficult economic conditions Results from a new Deloitte Survey About the survey This survey was conducted in September 2008 and closed at the end of the month. At that time,
Ella Mai Vegas Flyaway Online Giveaway OFFICIAL RULES
6. In the event of a dispute regarding the identity of a participant s online entry, the entry Ella Mai Vegas Flyaway Online Giveaway OFFICIAL RULES NO PURCHASE NECESSARY TO ENTER OR WIN. A PURCHASE WILL
Career Opportunities for Career Changers. Unconventional your career.
Career Opportunities for Career Changers Unconventional your career. Unlimit your future. Life is short. Opportunities with us are endless. So what are you waiting for? With MassMutual at your side, you
1. Referrals 2. Earn your business as clients 3. We are expanding & need help
3 Reasons Why We Are Here Tonight: 1. Referrals 2. Earn your business as clients 3. We are expanding & need help Do you have someone right now who handles your current financial needs other than yourselves?
A Whole New Ballgame: How Tax Reform Will Affect Individuals and Businesses Tax Reform Guide.
2018 Tax Reform Guide A Whole New Ballgame: How Tax Reform Will Affect Individuals and Businesses Copyright 2018 Adam Shay CPA, PLLC. All rights reserved. A Whole New Ballgame: How Tax Reform Will Affect