Alan Nevin
Barry Graff, Ph.D.
Ben Mason
Chris Meacham, CPA
Donna Stidham, Esq.
John Neal
Lupe Alba
Nancy G. Henderson, Esq.
Pepe Charles
R. J. Kelly, MSFS, ChFC
Richard J. Muscio, CPA
Robert Brome, CPA
Teofla Rich
William L. Exeter
Zunaira Munir, Ph.D
Speakers Bureau
Blog
Welcome to The Wealth & Legacy JournalTM (Blog) being contributed to by our advisory group, Wealth & Legacy Seminar Series speakers, and our sponsors. We will add thoughts to help inform, educate, and enlighten the family business community and all wealthy taxpayers and their advisors so they can make better decisions about their wealth, life and legacy.
You are more than welcome to post a comment on any of the articles or ask follow-up questions, but please no solicitations or SPAM posts.
January 2010 Wealth & Legacy Seminars Registrations Off To Good Start
Early bird registration numbers are off to a really great start for both of The Center for Wealth & Legacy Studies' Wealth & Legacy Seminars scheduled for later this month.
The Center for Wealth & Legacy Studies earlier announced its expansion into the Las Vegas, Nevada market with the launch of its first Wealth & Legacy Seminar in Las Vegas to be held on Wednesday, January 20, 2010.
The Wealth & Legacy Seminar Series will now be offered in both Las Vegas and in its original venue of San Diego, California. The Center's next San Diego Wealth & Legacy Seminar is Wednesday, January 27, 2010.
Financing Small Businesses In Today's Challenging Market
There is one common theme in today's challenging marketplace, especially when competing in the world today as a small closely held business - lack of financing, lack of capital. You hear the same frustrated complaints from everyone that you speak with:
I can't get financing to grow my business. No one is lending. No one is investing.
However, there is capital out there. There is capital available to the small closely held business, but you have to know where to go and where to look to obtain it. You must be prepared to look outside the box, and you may have to give up some equity ownership.
Join us at our next Wealth & Legacy Seminar this month. We will be addressing exactly this same issue of where and how you can get financing or capital for your closely held small business. The Wealth & Legacy Seminar is entitled "Just Show Me The Money."
We hope to see you there.
Exciting Topics Planned for Upcoming Wealth Legacy Series Seminar
We are very excited about our fourth seminar in our Wealth Legacy Seminar Series.
The topics planned for September 30, 2009 seminar are truly very exciting and center around Creating Legacy in your Business, Family and World. We have an incredible line up of speakers that will knock your socks off.
I encourage you to check out our line up and the register to attend. You will not be disappointed!