Clients, especially business owners, have lots of excuses for dragging their heals when it comes to financial/legal/tax/succession (insert your expertise) planning.

Joe and Shelley will share language and tools to help you get to the heart of the issue, help them resolve their pain point, expand and understand their choices, and implement a comprehensive plan that resolves their full and true problem and/or hidden goals.

Learning Objectives:

• Get to the heart of highly relevant matter
• Tools to cause alignment as well as enhance and expand client choice
• Collaborate to form comprehensive, integrated plans
• Learn benefits for employers, employees and the government.

(Purchase of this product will include the video presentation, the audio presentation, and a pdf copy of the presentation.)

Presented by Joe Strazzeri and Shelley Lightfoot