20-Minute Practice Boosters
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20-Minute Practice Booster – Nov 16 – Designating a Qualified Plan to 3rd Party Special Needs Trust
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20-Minute Practice Booster – Raise the Gaze™: Exercises 3 & 4
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20-Minute Practice Boosters – Financial Scorecard by John Jenkins
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20-Minute Practice Boosters – Leadership Strategies in the Time of Crisis
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20-Minute Practice Boosters – Preliminary Assessment and Design Tool for a Private Family Trust Company by Matthew Grupp
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20-Minute Practice Boosters – Qualified Opportunity Zones Update by Greg Banner
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20-Minute Practice Boosters – Quality of Leadership by Michael Beck
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20-Minute Practice Boosters – Successor Readiness by Michael Beck
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20-Minute Practice Boosters – Top 10 Digital Tools for Small Businesses by Matthew and Christian Grupp
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Monday Practice Booster – August 12 – Preparation for Due Diligence
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Monday Practice Booster – August 26 – The Nine Key Business Questions
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Monday Practice Booster – August 5 – Long Term Care Insurance
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