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Webinars
The Freedom Workshop – Creating a Company That Can Thrive Without You
The Freedom Workshop is a one-hour session. You’ll learn:
– How to recognize 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 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 takes you through real life case studies about what to do with your company stock compensation.
– 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.
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
Harsh Financial Truths About Divorce
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.
Quarantine Finance Webinar
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?