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You work hard in your business. You wear so many hats to keep things going, to keep customers happy, employees on target and engaged and manage all the back end .. not to mention your family and personal needs. Often entrepreneurs find themselves so deep IN their business that they don’t have time to work ON their business. You need to be able to see over the wall to the next level and target the next level. Part of that strategic thinking is around financial planning, maximizing tax situations for today and planning for your future. It is important to stop and take this long term view for a few moments to make some important choices today.
What you will learn:
What is financial planning, really?
What are the biggest mistakes business owners make in retirement options
How can planning for retirement can reduce current taxes
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is senior financial services leader on industry roundtable discussions, and is an active volunteer at CFA Institute. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent guest lecturer on succession planning, business retirement, diversity, financial planning, entrepreneurship, and leadership.
Andrea Williams Jones is a native of Baton Rouge, LA and the mother of 3 girls (Danielle, Marchelle and Janelle). She is a graduate of McKinley Senior High and Louisiana State University. Andrea started her sales career upon graduation from LSU and has worked in the sales industry for the past 20 years with the last 12 years in the hotel industry. She has received numerous sales awards from her property management company and eventually turned the knowledge that she acquired from her sales training and experience into starting her business venture, Lagniappe Event and Meeting Planners, LLC. Her creativity and professionalism has made Andrea a sort after event and meeting planner.
Andrea has also expanded her talents to reach the community by utilizing her event planning experience to create special events for women to encourage, edify and strengthen them through their journey in life. She states, “It is important to give back because so much has been given to me." Lagniappe Event and Meeting Planners' mission is to create the ultimate experience for its customers. Professional, Prompt and Courteous Service is our guarantee
Some honors include:
2010-2011, Vice President of Sales and Marketing for the Baton Rouge Hotel Motel Association
2009, Recipient of the Sales and Marketing Executives of Greater Baton Rouge, Sales Excellence Award
2009 & 2010, IHR(Interstate Hotels and Resorts) Sales Excellence Award Cruise Winner
Have you ever considered writing your own will? You may think, "I know what I want – how hard can it be?" Unfortunately, with DIY estate planning, you really do "get what you pay for." Heather Walser will adress the topic of estate planning and why using an estate planning attorney will save you time and treasure in the end.
This is the first episode ever for the ProGrow Show!
Who am I and why should you care? I'm the host, Melody Campbell, of CCSalesPro.com. At CCSalesPro we work with the independent sales professional representing merchant services, cash advance, point of sale, web design, and payroll services.
If you're an independent sales agent - this is the place to come for professional development - the skills that help you to perform at the top of your game. Tune in live to join in the conversation. Come back and listen to the archives anytime for a boost of "rocket fuel"!
Today's topic - Organized Planning.
Are you trying to be a better you? Do you struggle to understand yourself and who you are? Does personal development really work? Can you change your life? Can you release chaos and drama and live in peace? Can you improve yourself and be the person you wish to be?
The answer is yes.
Our lives are full of good times, and not so good times. Being able to tap into a state of grace by knowing who you are at a soul level creates resilience to work through the not so good times.
Being able to appreciate and express gratitude for the good times will energetically attract more!
Understanding yourself at a soul level is the key.
Estate Planning has changed and grown dramatically in the quarter century that I have been practicing law. This broadcast will focus on the changes since the new millenium and will cover a range of issues including tax, society and the economy in relation to estate plans.
This program is brought to you by "LadyLawyer" Cynthia Rignanese, an attorney licensed to practice law in the State of Florida in the United States. No attorney-client relationship can be based solely on today's program.
Ms. Rignanese may be contacted about individual questions at her office at 863-294-1114.
Why is it, that in today’s world two of the first things to fall off our busy calendars are the periods we invest into our own development and the quality time that our employees need from us to grow? Have we come to a place where companies must mandate that we take vacation, invest in our personal growth and meet with our employees to discuss their personal and professional aspirations?
in Self Help
Join your hosts, certified life coaches, Kathleen Martin, LOACC and Estra Roell, LOACC to learn about the power of personal coaching!
Just about anyone can benefit from having a life coach. The concept of having a life coach didn’t become mainstream until the 1980s, but the value of a good life coach is indisputable. . Today, many top executives and thought leaders enlist the help of life coaches for the very same reason – to maximize their performance.
Now more and more people in all walks of life are seeking the expertise of life coaching.
A life coach provides guidance to individuals who want to accomplish specific goals, but are having difficulty doing so on their own.
Some of the top reasons people seek this guidance include:
To be challenged to move forward when they are stuck and need motivation; To create a clear vision for their life; To learn more about who they are and what their YOUniqueness is; To learn to stand in their own power; To learn how to manifest and attract what they want; To gain more confidence; To find out what is standing in their way; To be the best that they can be; To learn to be in the driver’s seat of their life; To have more gratitude; To be able to walk through fears; To get more tools for life; To clarify their passion—what makes them feels most alive; To get help with shifting a perspective on how they see something; To become aware of an existing pattern that is holding them back; To have accountability for goals; To uncover their life purpose—why they are here and what they are intended to do.
*This is a recording of a previous episode.
Visit us in the Coach Cafe'- www.coachcaferadio.com
Learn more about your hosts:
Kathleen Martin- www.kathleenmartincoaching.com
Estra Roell- www.americaslifepurposecoach.com
John Baldino @jbalive drops by @DriveThruHR to share his insights on Workforce Planning
DriveThruHR was designed to be a captivating and easy-to-digest lunch discourse that covers topics relevant to HR professionals. Each 30-minute episode features a guest speaker who shares her or his knowledge and experience in human resources. Our hosts and special guest cover a wealth of topics, including HR Technology, Recruiting, Talent Management, Leadership, Organizational Culture and Strategic HR, every day at 12:00 pm Central Time. The radio program is hosted by @williamtincup, @Thehrbuddy @TheOneCrystal & @MikeVanDervort.. The #1 HR show, with amazing HR conversations and follow us on the twitters at @drivethruhr and #dthr.
Dr. Jonas will review a fascinating Advanced Care Planning Symposium he attended at UD last weekend which included an introduction to a new proposed DNR form for Ohio (MOLST form). Grief and loss is the topic of Dr Synonymous Blog this week. Other blogs and tweets may be mentioned as the show moves along. Listen in. Join the chat room.