Summer & Fall 2020 Thursday Insights
Every Thursday the Institute presents educational workshops forr independent attorneys, CPAs, bankers, financial planners, investment advisors, as well as insurance and real estate professionals. SCI's Thought Leaders offer a variety of interesting and pertinent topics in the areas of estate, tax, business succession, wealth strategies, financial, real estate, and much more.
Join us for these informational webinars each Thursday afternoon from 2:30 - 3:30pm PT.
To Join us for Thursday Insights, please:
You will receive an email confirmation for each program with the webinar access information.
You can return to this page anytime to register for additional webinars.
If you know of colleagues that might be interested in our programs, please feel free to share the link to this page: https://scinstitute.org/ThursdayInsights.
November 2020
November 5, 2020 – Why Wyoming? Asset Protection in the Wild, Wild, West; Presented by Marty Oblasser, Esq.
Asset protection for clients never goes out of style. Many professionals look to states such as Nevada, South Dakota, or Delaware when they should be utilizing Wyoming’s excellent asset protection tools. Ms. Oblasser will discuss your options when protecting your clients’ assets in the lesser known gem of Wyoming.
November 12, 2020 – Raise the Gaze™: Exercises 5 & 6; Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director
To prevail or thrive? Unprecedented in our generational cycle, the infrastructure of our communities has been stripped away. So many of our daily rituals have radically changed. This decrease in structure has the potential to short-circuit the virtuous cycle of leadership to community to leadership. Our resilience is tested. It doesn’t shrink, it expands. Chaos, it turns out, strengthens our resolve. Joe and Shelley will share how to form Resilience Communities to help entrepreneurs and their teams prevail in uncertain times over three presentations (July 16, Sept 10 & Nov 19) and a total of Six Raise the Gaze™ Exercises.
November 19, 2020 – Strategy Roadmap: The 8 Steps to Success; Presented by Daniel Feiman
An organization without a strategy is like a ship without a rudder. How can organizations continue to provide exceptional value to stakeholders and themselves if they are not clear on where they are heading and how they will get there? This is where the role of strategy becomes essential. Strategy is about setting ambitious goals, understanding the surrounding current and future environment and providing a sense of direction for the organization.
In this 1-hour program, Daniel will cover the 8 steps of the Success Roadmap(SM). He’ll walk you through strategic thinking, planning, doing and collaborating. By the end of the program you will see how 1 + 1 = 3…really!
November 26, 2020 – Pre-empted – Thanksgiving
December 2020
We are Dark In December