Date: January 6, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Tickets: Scott Miller For busy professionals and lifelong learners seeking practical strategies for reaching new heights, Master Mentors distills 30 essential learnings from Seth Godin, Susan Cain, Trent Shelton, General Stanley McChrystal, and other top business minds and thought leaders of our…

Learn How to Maximize Performance from Navy SEAL Rich Diviney author “The Attributes: 25 Hidden Drivers of Optimal Performance” click here to meet and speak with the author: https://www.eventbrite.com/e/meet-navy-seal-rich-diviney-author-the-attribute-optimizing-performance-tickets-481361193287

Date: December 2, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Free Ticket: Peter Desberg and Jeffey Davis A clinical psychologist and writer/producer share secrets to overcoming presentation anxiety and crafting the perfect “award-winning” pitch – no matter what industry you work in! From impromptu elevator pitches to…

  Date: November 22, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here Zoom Link: Neil Malhotra Social innovation and social entrepreneurship are rising forces. As the extent of the world’s systemic challenges becomes clear—from climate change to income inequality to food security to healthcare and beyond—more and more of the best…

Meet one of the world’s top experts on leadership, Wharton Professor Dr. Michael Useem, who will be talking about and answer questions, about his leadership book “The Edge” by clicking here: https://www.eventbrite.com/e/meet-wharton-leadership-expert-michael-useem-author-of-the-edge-tickets-467053729277

Date: November 11, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for Free Ticket: Kelly McDonald The people you work with may be from a different generation, different culture, different race, different gender, or just a different philosophy toward work and life in general, but you need to work together toward…

Position Description Client Service Specialist   Overview   Baer Wealth Management (BWM) was originally founded in 2000 as a family-owned and operated, boutique Registered Investment Advisory firm (RIA). Now in its second generation, BWM focuses on providing wealth management services to successful professionals and their families.  As a fiduciary, BWM’s mission is to understand, advise…

Do you want to learn how to use your special set of skills to enrich you professionally?  Click here to participate in a live Zoom interview with Bill Berman co-author of “Influencer and Impact” to learn how to play to your strengths. https://www.eventbrite.com/e/bill-berman-author-of-influence-and-impact-tickets-448726933337

“I have smart people but I underutilize their potential,” the CEO confessed. “I don’t know what I should do differently though. I feel like I am the #1 bottleneck in my organization.” My client was right: she was a genius with a thousand helpers, and she needed to become a genius maker in order to…

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“I should demote myself!” joked the head of sales. “It looks like I am better at selling than at managing a sales team.” We were looking at his team’s individual sales numbers. He was selling more when he was a regular salesperson than his whole team today. We too often promote the wrong person into…

Effective March 12, 2024, New York Labor Law prohibits employers from requiring employees and job applicants to provide information about their personal accounts. If you think this sounds familiar, you are right. This idea has been in place in various states for years; now New York is joining in! Under the new legislation, “personal accounts”…

Unlocking Retirement Savings to Fund a New Business Many people have dreams of starting a business but lack the capital or funding needed to launch their new business ideas. It’s true: It costs money to start a business. The US Small Business Administration (SBA) says that how to fund a business is one of the…

In order for your family business to outlive its founder, careful succession planning is a must. That means finding the most frictionless way to pass both leadership and ownership from one generation to the next. While some family business dynamics lend themselves to smooth and simple succession, others hit bumps in the road. One of…

Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among beneficiaries. A professional valuation provides an accurate and unbiased assessment of the true value of all assets, including real estate, investments, businesses, and personal property. This is essential to avoid disputes…

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