Collaboration and the Great Wealth Transfer

Date: Wednesday, March 21, 2018
Time: 3:30pm - 5:00pm
Location: University Club: 10th floor of the Fifth Third Center, 111 Lyon NW, Grand Rapids
Speaker: Mike Gregory from Michael Gregory Consulting LLC

Mike will define collaboration and the great wealth transfer by engaging us in an interactive session on this topic. He will be using elements from three of his books, Peaceful Resolutions, The Servant Manager, and Business Valuations and the IRS. Brain science will be applied to enlighten participants on the steps necessary to explore and enhance opportunities that provide for better client outcomes. Mike will also introduce the NAEPC Legacy training on Multi-Disciplinary Teaming and expand on how attorneys, CPAs, CLUs, financial experts and business valuers can enhance client outcomes through collaboration.

Learning Objectives:

  • Understand collaboration and how to build it into your practice
  • Understand the implications of the great wealth transfer to you and your firm
  • Know who the players are in estate planning and exit planning
  • Understand the implications of brain science to develop collaboration

Learn how to help others de-escalate, promoting communication, conversation, listening, and discussion that leads to negotiation, compromise and collaboration.

Members no charge - Guests $25

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