Search by Tag: succession planning


173 total news stories found.


Maria E. Quinn, AEP, Receives Client Distinction Award

2015-07-17 | Ms. Quinn assists individuals, families and nonprofit entities in all legal matters involving estate planning


Silver Rock Partners Announces Impressive Initial Response To Its New Company Website Silverrockpartners.Com

2015-06-17 | Silver Rock has seen growing demand for high-net-worth estate planning and life insurance products in recent months and has responded by creating a new tech-savvy website for its clients.


Gary A. Ebert Honored for Excellence in Sports and Entertainment Law

2015-04-10 | Mr. Ebert has participated in the executive, legislative and judicial areas on a governmental level


Steven R. Sanson, MSFS, ChFC, CFS, RFC, is a Veteran of the Financial Industry

2015-02-16 | Steven R. Sanson is an essential resource in business consulting


James K. Leese is Recognized as Estate Planning Specialist in California

2014-12-10 | James K. Leese awarded for continuing achievements in the field of Estate Law


CPACA Announces New Members

2014-11-19 | We are very pleased to announce that Bonnie Buol Ruszczyk has become one of two new members of The CPA Consultants' Alliance.


Kevin F. Long, Esq., CPA Excels in Professional Succession Business Planning

2014-08-21 | Kevin F. Long, Esq., CPA is a frequent speaker on succession planning, entity formation, and tax issues


Therese Schneider a Noted Professional in Her Field

2014-07-03 | Therese Schneider applies two decades of professional experience to helm Schneider & Schneider Organisationsberatung.


L. Lee Riddell, MS, RD Excels in Higher Education Administration

2014-03-19 | SUNY Leadership Institute is the home of SUNY solutions for succession planning and leadership development


Ventana Research Releases Benchmark Research on Human Capital Analytics

2013-11-20 | New research reveals insights on how to optimize HR and human resource management using analytics.


The Family Love Letter, Information in a Time of Confusion, an Intergenerational Wealth and Legacy Transfer Program, Presented by Max Alavi, Attorney at Law in Newport Beach

2013-11-08 | The seminar brought together many Newport Beach residents and professionals including the legal, real estate, accountancy and insurance professions.


David L. Millen Recognized by Worldwide Who's Who for Excellence in the Food Industry

2013-05-30 | Mr. Millen oversees market distribution and importing for three companies


Ventana Research Launches Human Capital Analytics Benchmark Research

2013-03-01 | New research will assess the advancements in process optimization through the use of human capital analytics technology.


BMO Harris Private Banking Named Best Private Bank in Canada

2012-04-13 | Global Banking and Finance Review awards BMO for second consecutive year. Award honours quality, performance and banking ability of staff


New Year + New Tax Reforms = New Investors to the Monaco Property Market

2012-03-01 | Monaco is witnessing a resurgence in activity in its property market with the introduction of France's new tax reforms.


Succession Planning for Effective Executive Talent Management

2011-07-10 | What would you do if your C-level executive resigned today?


Securities America's Advisors Connect at 2011 National Conference

2011-07-01 | Securities America hosted its annual conference in Orlando, Fla., focusing on initiatives in retirement income distribution, business growth and ease of doing business.


Dr Jack Lin is a Change Leader! A Cross CEO Coach, Trainer and Mentor Who Recently Assisted a Client on Developing a Green Product Business Plan: http://www.ceocoachingandmentoring.biz

2011-02-04 | Working with Jack is a must in today's rapidly emerging green business marketplace. "It is lonely at the top and I understand the issues and the wilderness that a CEO or entrepreneur must confront to effectively engage and lead tomorrow's companies."


Dr Jack Lin is a Change Leader! A Cross CEO Coach, Trainer and Mentor Who Brings Over 40 Years of Success as a Founder of National Technical Systems (NTS) to CEOs Across America

2010-11-11 | Cross CEO Mentoring with an expert like Dr Jack Lin is a must in today's complex business world. "It is lonely at the top and I understand the issues and the wilderness that a CEO must confront to effectively engage and lead tomorrow's companies."


Creating a Financial Plan of Action: New Book by Consortium of Securities America, Inc. Advisors Provides Financial Planning Tools for Improved Decision-Making

2010-11-04 | In the new book, Plan of Action: Strategies to Help You Build and Preserve Wealth, nine financial professionals help Americans consider their financial future, begin making plans and explore the tools to help achieve their dreams.


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