Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
At this informative webinar, we'll cover the following: Distill the primary financial statements all businesses operate on into a powerful, yet easy to understand framework of the 7 cash drivers every business leader should know. Show where to find these cash drivers on the financials, how to monetize these 7 cash drivers to increase profit, cash, and business value. Demonstrate how small changes in these 7 drivers make a significant impact over time. Provide access to a complimentary 30-point checklist to stress test areas you may not have realized could bring you greater financial performance. Learn how lenders and investors look at your business from a financial point of view before committing capital
Past Events
Did you know…more than 25% of twenty-year olds can expect to be out of work before reaching retirement age due to disability? Would your disability plan cover your lifestyle? Do you know what you really have? With more than 60,000 clients we'll bring you the best of what we've learned in “Bridging the Gap” between the disability coverage you have and what you may actually need.
The question of “how much is enough to retire and by when you could achieve it?” is typically on everyone’s mind as they start to save for or approach retirement. Depending on what door you walk into, financial professionals may have widely varying answers to this question. One of the most common is a “safe withdraw rate” approach such as the “4% rule of thumb.” Learn in this webinar several concerns to be aware of with this approach and alternatives that may make sense to consider. Learn the 3 fundamental mechanisms that impact your Path to Financial Sufficiency and which ones you can adjust to be on track. With more than 60,000 clients we'll bring you the best of what we've learned in how to approach this question to solve for the many complexities and concerns people face on their Path to Financial Sufficiency.
There's one thing all business partnerships have in common...they all end. With more than 12,000 business clients, we have found that's most likely to happen in 1 of 4 ways. If you have a business partner, join us to learn these 4 interruptions to all partnerships and how to stress test your operating agreement for one of these inevitable interruptions.
LBS Step 4 - Manage Your Debt (6PM)
March 15, 2023 6:00p - 7:00p Pacific Standard Time
Zoom Webinar (Link to be sent after registration)
Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about why the order in which you approach your debt is key to financial well-being, how you can increase your cash flow while minimizing debt and what you can do today to impact your debt tomorrow.
LBS Step 4 - Manage Your Debt (12PM)
March 15, 2023 12:00p - 1:00p Pacific Standard Time
Zoom Webinar (Link to be sent after registration)
Join me for a live discussion, where we will dive deeper into saving for your future. You’ll learn more about why the order in which you approach your debt is key to financial well-being, how you can increase your cash flow while minimizing debt and what you can do today to impact your debt tomorrow.