Archive for November, 2009

Charitable Legacy Planning: Family Foundations, Donor-Advised Funds, and Other Planning …

View this Lecture for FREE by signing up at http://www.prolibraries.com/fsp/?select=session&sessionID=55
View any number of our other 28,000 sessions from over 280 conferences by going to http://www.prolibraries.com
Speaker(s):
Michael Babikian, JD, LLM, MBA
Charitable Legacy Planning: Family Foundations, Donor-Advised Funds, and Other Planning Techniques – Society of Financial Service Professionals
Financial Service Forum 2008
The FSP Forum is the premier educational [...]

Your Family Business can Become Huge

Keep your business successfully intact from one generation to another, then you can turn your small business into a huge family business.The evidence is based on some of the most popular business’s around the world are Family Business’s.
Family Battle BattleGround is the nations #1 resource and social platform for helping you survive and thrive in [...]

VideoChat – Estate Planning with Andrew Karlen

Andrew Karlen, is partner of Karlen & Stolzer, a financial planning firm involved with estate and succession planning.
VideoChat with Caryn A. McBride explores a range of topics and issues affecting the business community in Westchester.
Caryn A. McBride is Executive Editor of the Westchester & Fairfield County Business Journals & Hudson Valley Business.
Karlan explains, (though a [...]

Special Needs Planning

View this Lecture for FREE by signing up at http://www.prolibraries.com/fsp/?select=session&sessionID=60
View any number of our other 27,000 sessions from over 280 conferences by going to http://www.prolibraries.com
Speaker(s):
Valerie Peterson, JD
Special Needs Planning – Society of Financial Service Professionals
Financial Service Forum 2008
The FSP Forum is the premier educational meeting for the financial services profession. It focuses on continuing [...]

Power of Attorney – Part 6 – Hull on Estates and Succession Planning #187

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the importance of confidentiality when acting as Power of Attorney.
If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.
Duration : 0:4:50

addthis_url = ‘http%3A%2F%2Fwww.21stcenturyfambizsuccess.com%2Fmanagement-succession-planning%2Fpower-of-attorney-part-6-hull-on-estates-and-succession-planning-187′;
addthis_title = ‘Power+of+Attorney+%26%238211%3B+Part+6+%26%238211%3B+Hull+on+Estates+and+Succession+Planning+%23187′;
[...]

Boom-Generation Women: The 21st Century Tsunami Catalyst for Effective Intergenerational …

View this Lecture for FREE by signing up at http://www.prolibraries.com/fsp/?select=session&sessionID=59
View any number of our other 27,000 sessions from over 280 conferences by going to http://www.prolibraries.com
Speaker(s):
Margaret May Damen, CFP, CLU, ChFC, CDFA
Boom-Generation Women: The 21st Century Tsunami Catalyst for Effective Intergenerational Financial Planning – Society of Financial Service Professionals
Financial Service Forum 2008
The FSP Forum is [...]

Conflict: Succeeding with Succession

Conflict can happen at all levels of a family-run business. In any work place there are areas for conflict to grow and the best way to handle it is by facilitating a discussion. Les Banwart has helped many family businesses deal with the challenges of transitioning to the next generation. Les digs into the benefits [...]