Video

Are You A Farm or Family Business Advisor? Contact me for information about events for your clients and COIs

Presentations and workshops available on topics including:

Avoiding the Top 5 Estate Planning Mistakes Everybody Makes
Avoiding Shirtsleeves to Shirtsleeves in 3 Generations
Estate Planning by Design (New!!)
Building 100 Year Family Wealth
Creating an Abundant Estate
Successful Family Wealth Transition
and much more......

The 5 Estate Planning Mistakes Everybody Makes

Learn how common decision making errors lead to nasty estate problems and how to avoid these errors

Be Successful With Succession

What causes failure is business succession and wealth transfer?

The Naked Opus: Growing Your Family Wealth for the Long Term

Copies of the Naked Opus are available off this site -- you will learn about:

Planning a strategy-based estate plan with the SMRT strategic engine
The steps to success with the Abundant Estate
How to engage your professional advisory team
Building a purposeful, long term wealth plan