March 21st, 2018

Collaboration and the Great Wealth Transfer

Mike will define collaboration and the great wealth transfer engaging the audience in a high energy interactive session on this topic.

Mike will be using elements from three of his books in today’s presentation, Peaceful Resolutions, The Servant Manager and Business Valuations and the IRS.

Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities to provide for better client outcomes.  Mike will introduce the NAEPC Legacy training on Multi-Disciplinary Teaming and expand on how attorneys, CPAs, CLUs, financial experts and business valuers can enhance client outcomes through collaboration.

The processes of de-escalation, communication, conversation, listening, discussion, negotiation, and compromise leading to collaboration are presented to give participants the tools they need so that they can apply them immediately in their practice.

Fifth and Third Center in Grand Rapids, Michigan
U Club
Western Michigan Estate Planning Council