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Events

Whether it’s keeping up with family business trends, or discussing difficult family conversations, we're dedicated to furthering educating our clients to inspire necessary change in their family business.

Upcoming Events

September 21, 2021

12:00p - 1:00p

Zoom

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The Family Biz Show Ep 43: Family Relationships & Succession Planning

Join us Tuesday, Sept 21st from noon till 1pm EST to listen as we talk to owner of *Chiavetta Catering, Kathleen Chiavetta about Family Relationships & Succession Planning.

September 22, 2021

8:30a - 9:30a

Online Training via Zoom

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401K Master Class: Live Training 09.22.21

Are you uncertain the company 401K Plan is compliant or even the best plan for today's market and your employees? Let our team help give you some clarity through a 60-minute live training. What would it mean to: ... Be confident in the performance potential of your 401K plan. ... Learn from the three mistakes Plan Sponsors make and how to avoid them. ... Discover how working with a 401K Specialist can help find the best plan options and guide a smooth plan transition. ... Learn how automating your 401K review process is not only possible but will help you remain compliant. This is a FREE, no-obligation training session designed for Businesses with over 20 plan participants and plan assets of $3 million or more.

Past Events

September 14, 2021

8:00a - 9:30a

Zoom Meetings

Family Business Book Club: Every Family's Business by Tom Deans

Silence is the destroyer of wealth and these questions get the family talking. Every Family's Business includes 12 questions to help guide this emotional transition. Prepare to unlearn everything you thought you know about family businesses, as he shares his own family secrets to transitioning three businesses over the course of 100 years for more than $100 million.

September 9, 2021

12:00p - 1:00p

Online Training via Zoom

401K Master Class: Live Training - 09.09.21

Are you uncertain the company 401K Plan is compliant or even the best plan for today's market and your employees? Let our team help give you some clarity through a 60-minute master class. What would it mean to: ... Be confident in the performance potential of your 401K plan. ... Learn from the three mistakes Plan Sponsors make and how to avoid them. ... Discover how working with a 401K Specialist can help find the best plan options and guide a smooth plan transition. ... Learn how automating your 401K review process is not only possible but will help you remain compliant. This is a FREE, no-obligation information session designed for Businesses with more than 20 plan participants and plan assets of $3 million or more.

August 26, 2021

8:30a - 9:30a

Online Webinar via Zoom

Master Your 401K - Webinar

Are you uncertain the company 401K Plan is compliant or even the best plan for today's market and your employees? Let our team help give you some clarity through a 60-minute webinar. What would it mean to: ... Be confident in the performance potential of your 401K plan. ... Learn from the three mistakes Plan Sponsors make and how to avoid them. ... Discover how working with a 401K Specialist can help find the best plan options and guide a smooth plan transition. ... Learn how automating your 401K review process is not only possible but will help you remain compliant. This is a FREE, no-obligation information session designed for Family Businesses with 401k assets of $3 million or more.

August 24, 2021

12:00p - 1:00p

Zoom

The Family Biz Show Ep 42: How Conflict Can Be Catalyst For Good In The Family Business

During this live episode, you’ll learn: The three components of a thriving family enterprise. The cost of not dealing with conflict How changing our mindset can better frame your family’s involvement with the business.

August 10, 2021

12:00p - 1:00p

Zoom Meetings

July 27, 2021

12:00p - 1:00p

Zoom

Family Biz Show Ep 40: ESOPs & The Family Business

Join us Tuesday, July 27th from noon till 1pm EST to listen as we talk to Rob Brown* & Tracy Till* about exiting your business on your terms and the advantages of an ESOP. We’ll cover: What an ESOP is and why is it like blowing up a balloon What the advantages & disadvantages of an ESOP are What the family business needs to have in place prior to exit CRN-3652971-063021

July 13, 2021

12:00p - 1:00p

Zoom Meetings

June 29, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 38: Psychological and Practical Pitfalls in Family Business Transitions

Episode 38: Major challenges that can occur in transition of the family business Chicken or the egg? What the symptoms of those challenges could look like How to create a family game plan to manage transition The crossover that exists between turnarounds & transitions

June 1, 2021

12:00p - 1:00p

Zoom Meetings

May 18, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 36: Navigating Change Within the Family Enterprise

Succession - building a generational bridge to connect the generations. Governance - shared history, shared values, shared vision. Navigating disruption and business continuity.

May 11, 2021

8:00a - 9:30a

Zoom

Family Business Book Club: In the Company of Family

Join us as we host author Melissa Mitchell-Blitch to talk about her book "In the Company of Family: How to Thrive When Business is Personal"

May 4, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 35: Baseball, Hotdogs & Family Business

Ep 33 – Baseball, Hotdogs & Family Business. Tuesday, May 4th from 12pm EST until 1pm EST, listen in as we talk to the CEO of Zweigle’s Inc. Julie Camardo and CEO and COO of the Rochester Red Wings Naomi Silver multi-generational family business success and succession planning.

April 20, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 34: Advanced Exit Planning for the Family Business

Episode 34 Advanced Exit Planning for the Family Business with Josh Patrick & John Brown. The Family Biz Show is brought to you by Family, Wealth & Legacy.

March 23, 2021

12:00p - 1:00p

Zoom Meetings

Family Biz Show Ep 32: Mike Sipple and Alan Aldworth

Join us Tuesday, March 23rd from noon till 1pm EST to listen as we talk to Mike Sipple Jr. And Alan Aldworth about the pros and cons of running the family business for the benefit of management, rather than for the shareholders and the risks that come with it.

February 9, 2021

12:00p - 1:00p

Zoom Meetings

Customer & Employee Experience For Family Business with Joey Coleman

Techniques to help family businesses leverage the extra trust afford them by both employees and customers  Why the first 100 days are so important for customer and employees and what you can do to enhance their experience  How to reduce customer and employee turnover and increase bottom line profits  How the best companies are retaining customers and employees and growing market share in uncertain times.

February 2, 2021

10:00a - 11:30a

Zoom

Family Business Book Club

Join our interactive group of family business owners just like you! The author, James (Jay) Hughes will be joining us for the discussion. This month we're talking about "Complete Family Wealth", and how to keep that wealth in the family for generations to come.

December 8, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: “Danger Will Robinson”: Ignoring non-managing family shareholders can undermine your business

Why is it important to involve the non-managing family shareholder? How do you give them a voice and what are some of the best practices when dealing with managing and non-managing shareholders? That's what we'll be discussing during this episode.

November 17, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: Boundaries Within the Family Business

What are healthy boundaries, and why are they important to families in business? Today we talk about common myths about "boundaries", and 10 principles for creating and maintaining healthy boundaries when there aren't any currently in place in the professional setting.

November 10, 2020

8:00a - 9:30a

Zoom Meeting

October 27, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: Family is the Heart of Family Business

Families are complex emotional systems. When families own businesses or work together, the complexities are magnified. Join this engaging episode as we host family business powerhouses Thomasina Williams and Kathy Wiseman.

October 20, 2020

12:00p - 1:00p

Zoom Meetings

Family Biz Show: The Game of Family Business. Who's on Your Team?

Sometimes the team that help you get where you are, can't help you get to where you want to be. Join us as we talk about how to identify the key attributes of a family advisor, the long-term impact of partnering with the right advisory team, and the balancing act of mentoring the next generation while doing that.

October 12, 2020

4:00p - 5:00p

Zoom Meetings

FWL Fireside Chat

Join us this week as we talk about the upcoming election, new market indicators, and some strategies that you and your family can utilize to "weather the storm" this fall as we face another controversial presidential election.

September 15, 2020

3:00p - 4:00p

Zoom Meetings

The Family Biz Show, Episode 18: Trusts & Family Business: Purposeful or Persistent?

Why is having a "family-run business" versus and "family-in business" so important? During this live recording we talk about differentiating controls, vs. roles when it comes to family, shareholders and employees. Then, stay tuned as we take a deeper dive into the intricacies that come into play when the business is owned by a trust in perpetuity and what goes into the original creation of that trust.

September 1, 2020

12:00p - 1:00p

Zoom Meeting

August 25, 2020

1:00p - 2:00p

Zoom Meetings

Episode 16: How to Avoid the Three Things Holding Most Family Businesses Back

Stop letting ego and fear within the family business keep your company from evolving. Join us as we talk about how to transform a brand and culture in the workplace without abandoning the past.

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