Webinar Recording: Money Mistakes Doctors Make in Retirement Planning
Many doctors think selling their practice can fund their retirement. In reality, a practice doesn’t have the same value without the same name on the door. Physicians need to save […]
Webinar Recording: Challenges in Today’s World for Private Business Owners
Owning a business can be rewarding, but it comes with additional challenges. Private business owners have to deal directly with many issues others can leave to their employers. This webinar […]
Webinar Recording: Five Reasons to Keep Working After You Retire
An increasing number of Americans are choosing to keep working after retirement. Is it for you? This webinar addresses benefits of working past retirement, financial impacts, and good side gigs […]
Webinar Recording: Gifting Versus Inheritance: Which is Better?
When thinking of how to pass your assets to your loved ones, it’s important to remember gifts as a potential option. When is it smarter to give a gift rather […]
Webinar Recording: Family Meetings
For a family to keep and grow its wealth over generations, family cooperation is essential. Every member of the family should understand and participate in the family’s goals and long-term […]
Webinar Recording: Leaving a Legacy Beyond Inheritance – Part 2
An old saying, “shirtsleeves to shirtsleeves in three generations,” suggests that many families that come into wealth lose it again before long. But the proverb doesn’t have to be destiny. […]