Presentations
Resonate is also capable of working with you and your organization to bring motivational programs to your employees, clients or donors. Below is a sample of some of the topics we could customize to meet your specific needs. Please contact Steve Culver to discuss further.
“Easy Access to Difficult Conversations”
From time to time we all need to have “that difficult conversation” with someone. Maybe it’s with a donor or co-worker, maybe a child or spouse. No matter the purpose of the conversation, Barb Culver provides a step-by-step approach to successfully holding tough conversations. Because of our current economic conditions, Barb will specifically model how to talk with donors re gaining gifts of all types during difficult economic times.
“Preparing Heirs: Rights, Roles and Responsibilities”
It’s a delicate balance which too often goes unaddressed. All too often wealth transfer plans are made which name children and grandchildren to roles which require specific skills sets and assign responsibility - yet the training to prepare heirs to be successful in these roles is often lacking. Additionally, one of parents and grandparents greatest concerns today is about the “entitlement attitude” they observe in their heirs. Drawing on her extensive experience working with wealth creators and their heirs, Barb Culver provides proven ideas on successfully preparing heirs to carry out their roles and responsibilities while still enjoying their rights. Don’t miss this important topic which allows you to add great value and new services for your donors.
“Money, Fulfillment and Me”
Have you ever made a money decision you regretted? Conversely, have you ever made a money decision you felt really good about? Would you like to know the secret that leads to making fulfilling money decisions each and every time? Whether it’s about saving, spending or sharing your wealth, Barb Culver shares the secrets to successful money decision making which results in consistently satisfying, rewarding decisions. (These amazing secrets will prevent you from ever having a money argument again as well!)
“Do You Want to Leave Anything to Your Grandchildren?”
For almost every grandparent, the answer is a resounding “YES”! The real question becomes: “What do you want to leave?” Barb Culver creatively explores the five asset classes from which to choose what you might leave… and how to best arrange your legacy. This session journeys far beyond the typical legacy conversation which is usually limited to tangible items – our “stuff” – and includes four other essential, but often overlooked, asset classes. Once these other choices are defined, wealth creators typically rank them far more important than leaving stuff to those we most love in this world.
“Creative Roth Conversions - Maximize Your Potential and Avoid the Many Pitfalls”
Welcome to 2010 ... the Year of the Roth Conversion Opportunity! Prior restrictions on Roth IRA’s are lifted in 2010 making more people eligible to do a Roth Conversion!
The key questions to ask are:
- Is a Roth Conversion right for me and/or my family?
- If so, how do I accomplish this strategically and correctly?
Because the answers to these questions are complex, we have invited a select professional team to co-present this topic.
- Sharon Harrison, Client-Centered Advisor with Resonate Inc. will present “Where We’ve Been, Where We Are Now and Who’s an Ideal Roth Candidate”.
- Rick and Diana Veid, owners of Veid & Veid CPA firm, cover “Maximizing the Roth Tax Incentives”.
- Chris McLaren, Resonate’s Director of Research and Investments presents “Maximizing Market Volatility”.
- Jamie Harrison, Senior Partner for Wood and Lamping, offers “Maximizing Wealth Transfer through Roth Conversions”.
- Kathleen Marteney, Retirement Planning Specialist for Resonate Inc. discusses “The Magic of Recharacterization”.
- Barbara A. Culver, Editor of the Commerce Clearing House Journal of Practical Estate Planning and President of Resonate Inc. will present “Leveraging Your Conversion with Creative Charitable Giving”.
