September 2020

September 3, 2020 – Qualified Plan Case Studies: Positives, Pitfalls and How to Get to Step 2; Presented by Trey Fairman, JD, LLM and Rone Davis, AIF®, CFP®, CLU®, ChFC®, MSFS

Join Trey and Rone as they share a couple of actual case studies that illustrate how Qualified Plans can create value by the numbers as well as bring to light the pitfalls and disasters of clients’ Qualified Plans that have gone wrong. In addition, this dynamic duo will share years of insight and a simple way to engage your clients and get them to the ever challenging 2nd step of the analysis.

September 10, 2020 – Raise the Gaze™: Exercises 3 & 4; Presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

To prevail or thrive?  Unprecedented in our generational cycle, the infrastructure of our communities has been stripped away. So many of our daily rituals have radically changed. This decrease in structure has the potential to short-circuit the virtuous cycle of leadership to community to leadership. Our resilience is tested. It doesn’t shrink, it expands. Chaos, it turns out, strengthens our resolve. Joe and Shelley will share how to form Resilience Communities to help entrepreneurs and their teams prevail in uncertain times over three presentations (July 16, Sept 10 & Nov 19) and a total of Six Raise the Gaze™ Exercises.

September 17, 2020 – SCI Socially Distanced Mixer – 10th Annual Margaritaville - LIVE EVENT

Best Margarita Recipe and Best Mask Contest! Join us as we spread throughout the office, patio, and parking lot to enjoy each other’s company, margaritas, and creative masks. Send us your margarita recipes – we’ll taste them all and choose the top three to serve at the mixer along with some delicious south-of-the-border treats. Can your favorite beat last year’s winner?

 September 24, 2020 – Due Diligence Pre-Planning: Making Sure the Sale Does Not Derail; Presented by Melisa Silverman JD, CEPA, CVA, SBA, CMEA, and Jeffrey Kates, MBA, CEPA

Many business owners believe that once they receive an offer for their business, and they accept, it’s basically a done deal. Unfortunately, that is far from the truth. The owner will now have to endure months of proving the business is worth that price through a process called “due diligence,” and in the end, they will often have to settle for a lower price – or not sell at all. Join Melisa and Jeff as they share the key areas of  your client’s business that pose a higher risk to derailing the sale (where additional unseen value may be found) as well as key documents and data they must have readily available. Understand how to implement best practices to ensure your client is prepared for the due diligence process and preserve every dollar you know the business is worth.

 October 2020

October 1, 2020 – Conversations with Clients – Getting to the Heart of It; Presented by Simon Singer and Joe Strazzeri, Esq.

Join Simon and Joe for a frank conversation about the importance of using an advisor’s methodology to get to the heart of what it’s really about and your client’s “Summary to Action” with a timeline, milestones, and a commitment to the first step. These lifelong industry experts will share case studies that illustrate specific back and forth conversations as well as “phraseology” that not only answer what the client called about, but also the true drivers “Behind the Conversation.” Anyone that says these conversations are easy, simply doesn’t do it. With commitment to your methodology, clients will feel a facilitated sage wisdom supported by you, their lifelong advisor.

October 8, 2020 – A Bumpy Road Ahead for Business Owners; Presented by Michael Beck, Executive Strategist

Recent events have created an environment where business owners are going to find it more difficult than ever to complete an external exit, creating an opportunity for advisors to help them find, keep, and prepare key leadership and/or the next generation as successors. Join Michael to discuss the latest research into the Boomer business landscape, along with the implications for exits and successions – and how advisors can help owners overcome the challenges they’re going to face.

October 15, 2020 – Private Family Trust Companies as a Best Practice for Family Enterprises; Presented by Matthew Grupp, Esq.

Participants within the Family Office industry understand that there is a bewildering array of best practices that apply to their endeavors. The stumbling block for many is the difficult time they have in establishing, gaining adoption, and managing those best practices. These difficulties are then compounded because many of these best practices

require ongoing inputs from the Family Office Team members, as well as third-party service providers and the Family members themselves. Join Matthew to understand a way to help your family businesses gain “command” of the fiduciary role and reduce technical complexity with built-in best practices that deliver and measure Family Office operational success.

October 22, 2020 – The Intersection of Estate Planning and Elder Law; Presented by Yvonne Armine, Esq.

Estate planning used to just be about the avoidance of probate and estate taxes. Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia. Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Yvonne to review options to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.

SPECIAL LIVE EVENT

December 3, 2020 – Our Holiday Open House

As we celebrate this season with different meaningful symbols and different rich traditions, may we also remember to celebrate the many things we share.

We invite you, our Friends and Family, to join us at our annual open house. Refreshments, drinks, and caroling!

We will be collecting gift cards for Mama’s Kitchen. Their nutrition services improve the lives of women, men, and children vulnerable to hunger due to HIV, cancer, or other critical illnesses. Any gift will be appreciated.