The Freedom Workshop – Creating a Company That Can Thrive Without You

The Freedom Workshop is a one hour session, dedicated to getting you back on track. You’ll learn:

– How to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out;
– The three attributes of a scalable business model;
– The eight factors that drive the value of your business;
– The one kind of revenue that can triple the value of your business;
– The six forms of sustainable recurring revenue;
– The two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars;
– The one question you need to ask your customers to predict if they will buy again in the future and refer you to others.

What Should You Do with Your Company Stock in 2022?

Sara and Nannette take you through real life case studies about what to do with your company stock compensation.

Together, Nannette and Sara hope to…
– Help decode the alphabet soup of equity compensation (ESPPs, RSUs, ISOs, and NSOs)
– Provide a foundation to think about your stock compensation in the context of risk and taxes
– Review case studies to see financial planning for stock compensation in action

Virtual Town Square Meet Up

It takes a village to protect what you love. And that’s why we have created our own village of legal and financial professionals to help you make your plans a reality. We’ve gathered here for a Virtual Town Square Meet Up to introduce our team as well as a few of our key partners. Learn how our Village can help you plan for legal and financial success.

Special Guests: Sara Stanich, CFP®, CDFA®, CEPA, Erin Ardleigh President of Dynama Insurance, Paul Dorr Vice President of Bernstein Private Wealth Management and John R. Lieberman, CPA Managing Director at Perelson Weiner LLP.

Talking to Your Loved Ones about Estate Planning & Financial Security

As you get ready to spend quality time with family near or far over the holidays, it can be a good time to check in with your loved ones about their estate planning and financial security.

The presentation will cover: How to raise difficult subjects in conversation. What information you need from your loved ones (and what you don’t) Financial & legal planning strategies for long term care. Host: Shannon P. McNulty, Founder of The Village Law Firm Special Guest: Sara Stanich, Founder of Cultivating Wealth

Quarterly Economic Update

Discussion topics from the webinar:

  • Economic Output – U.S. output rose at annualized rate of 6.7%
  • Inflation – headline is +5.4% (energy costs much higher)
  • Unemployment – discussed total + labor force sectors and the “Great Resignation”
  • Supply Challenge – do you holiday shopping sooner rather than later
  • Real Estate – Low supply, rising prices (but Suzanne did buy a house)
  • Interest Rates and Financial Market Returns
  • Legislative Proposals (will discuss when we know more)

Quarterly Market Update Webinar

Suzanne and Sara lead us through our quarterly market update webinar.

Discussion topics from the webinar:

  • The Recession is Over
  • Deep Dive on Inflation and Labor Market Data
  • Real Estate Statistics (Or, Will Suzanne and Kevin find a house?)
  • Financial Market Returns and Actual (or feared) Volatility

Quarterly Market Update Webinar

Suzanne and Sara lead us through our quarterly market update webinar.

With the first quarter of 2021 behind us, the global economy is seeing both healing and ongoing trouble. Markets continue to be optimistic, and policy makers face once in a generation questions and challenges. And of course, the pandemic race between vaccines and variants continues.

Harsh Financial Truths About Divorce Webinar

Sara Stanich leads us through the Harsh Financial Truths About Divorce webinar.

Helping clients make informed decisions is part of our mission. We are firm believers that a realistic approach to the process can prevent mistakes, save money, and most importantly, reduce the stress of the process for your family.

Economic and Market Outlook Webinar

Suzanne and Sara discuss what has happened year to date and how we can prepare to weather ongoing challenges.

We hope to provide some clarity about recent events and peace of mind regarding the difference between a market movement and your individual financial plan.

Open Enrollment Made Easy Webinar

Do your eyes glaze over when you receive your annual open enrollment notice?

We’ll help you understand your choices, give you tips to help you decide, and point out any potential missed opportunities. Making the most of your employee benefits is one of the best ways to maximize your financial plan.

Investing and Personal Finance Webinar

Ever wondered what you need to know to become your own CFO? We’ll start at the very beginning of what investing actually is, why you might want to consider it, and how you get started.

Nannette Kamien, CFP, CDFA, MBA and Author, “Crazy College Money” leads this webinar hoping to answer any questions to topics you are curious about but didn’t know who to ask.

Economic and Market Update Webinar

We all know it’s been an unprecedented year, but how have the economy and markets been affected in 2020?

Please join us for a special webinar to discuss what has happened year to date and how we can prepare to weather ongoing challenges.

We hope to provide some clarity about recent events and peace of mind regarding the difference between a market movement and your individual financial plan.

Three Steps to Making Smarter College Money Decisions

Presented by Nannette Kamien, CFP, CDFA, MBA and Author, “Crazy College Money”

Coronavirus threw college life and admissions into chaos this Spring. So what do you do now?

Please join us for a special webinar to discuss college planning in the current environment and our three-step process to ensure smart financial decisions.

1. Understand your motivations
2. Get educated about the financial aid process
3. Evaluate schools based on financial fit and consider alternatives

Now, more than ever, these steps will help you make smart college money decisions.

Quarantine Finance Webinar

Free webinar by Cultivating Wealth financial planners. Discussion of financial questions related to the COVID-19 crisis:

  • What are the benefits provided by the CARES ACT?
  • What benefits might be provided by my (former) employer?
  • What are my options for health insurance? What is COBRA anyway?
  • How should I “reset” my budget? What if I can’t pay my bills?
  • Are there any financial silver linings? Any planning opportunities related to taxes or investments?