Featured Seminars

  • For business owners / entrepreneurs

    Selling Your Business (or Not): 7 Ways to Generate Liquidity

    Many business owners share a common vision: Selling their company for a hefty profit. Yet an outright sale – an “auction” – is just one way to unlock wealth, and it’s often not the best one: in a recent study, 75% of business owners who sold regretted their decision a year later, and just 5% were happy with their net proceeds.

    Fortunately, there are at least six other ways to generate liquidity – and potentially become financially independent -- that may provide a more satisfying outcome and help mitigate potential regret.

    This workshop is presented by Marc Lewyn, CEO of Strategic Liquidity Services at GV.

    Marc Lewyn, GV Financial Advisors

    Topics Discussed

    Pros & cons of selling; Alternatives to unlock wealth; Generating liquidity without losing control

    Intended Audiences

    Business owners considering an exit; Business owners seeking ways to unlock wealth

  • Mind Over Money

    The Science of Decision-Making Under Stress (And Techniques to Try Now)

    Did you know your brain’s natural biology can hijack important financial, life, and business decisions? For example…

    1. Your body generates stress hormones even if you’re accustomed to high-pressure situations every day
    2. Those hormones affect your brain and how it functions
    3. As a result, your decision-making process can change (without you even realizing it) and lead to decisions you normally wouldn’t make. (Ouch!)

    In this interactive workshop, we share cutting-edge science and potential techniques that you can apply immediately in your business and personal life.

    Presented by Suzanne Durbin, ChFC®, VP & Senior Financial Advisor.

    Suzanne Durbin, Sr. Financial Advisor, VP, Partner @ GV Financial Advisors

    Topics Discussed

    Your brain & its biological wiring; How perceived stress affects your brain’s natural abilities; Methods that can help you make more effective decisions

    Intended Audiences

    Anyone wanting to make effective financial and life decisions; Individuals/families facing career, business or personal decisions; Those who are curious about this fascinating science

  • Who Told You THAT?

    Childhood Money Messages & Their Role In Your Financial Life

    Remember your first piggy bank? Your first allowance? What your parents said and did to shape your views about money? Guess what: those “money messages” may still be lurking in your subconscious today, affecting your financial conversations, attitudes, behaviors, decisions, even conflicts with loved ones.

    This engaging 90-minute workshop is designed to uncover the messages you’ve learned so you can approach future financial decisions with clarity and confidence. It’s packed with thought-provoking video clips (Father of the Bride, anyone?), amusing trips down memory lane, and conversations about how your own money messages serve you today. We believe you’ll walk away with:

    • Fresh insights on your views about money, spending values and wealth habits (and those of your spouse or family – bring them along!)
    • Greater awareness about the messages you send to important people in your life
    • Deeper understanding of your past financial decisions and how you could approach future ones with more clarity and confidence

    Presented by Sherwin Nelson Clemons, CFP, VP & Senior Financial Advisor.

    sherwin nelson clemons

    Topics Discussed

    Money messages you’ve learned; impact on your decisions; messages to keep/toss/reframe; future conversations and financial decisions

    Intended Audiences

    Individuals/families who are facing a major financial decision, want to de-stress financial conversations, or upgrade their relationship with money

  • Market Update

    Current Events & Your Portfolio

    The divergence of monetary policies. Will rates rise or fall (and when)? European economic weakness, low oil prices, and the strong U.S. dollar. All these factors and more could affect investment performance in the coming year.

    Is your portfolio ready? Find out! Our goal is to help you balance current events and investing strategies so you can feel confident in your portfolio design for the long term.

    This casual, interactive conversation works well over lunch with question-filled audiences. It’s presented by Aradhana Kejriwal, CFA, Director of Investments, and/or Deepa Lahoti, VP, Business Development.

    aradhana kejrewal

    Topics Discussed

    Facts and insights on the state of markets; How prospective events may influence globally diversified portfolios

    Intended Audiences

    Business/professional groups; Savvy investors

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