Slide Deck

18 Slides available anytime
  • 18 Slides

10 Mistakes Most Family Businesses Make

 

Learn how family governance can help take your family business from one generation on to many generations to come.

What's the most important thing in the world to you? For many people, the answer to that question is family. However, we don't always act on it by protecting and valuing our families through structures that can help them succeed far into the future. For family businesses, that means that you need family governance. You can't rely on your business's corporate governance to help your family succeed. These are two separate types of governance. While corporate governance focuses on managing your company or business, family governance focuses on the family. This course will review the differences between family and corporate governance.

Agenda

Faculty

Elaine King, CFP®

Elaine King, CFP®

Family & Money Matters

  • Founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing
  • Served as the Family’s financial planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans
  • Financial education advocate, creator of the first family financial program in LATAM, and winner of the Best Latin book award
  • Recognized in 2020 in the list of Investopedia’s Top Influential Advisors and 2017 by People Magazine’s Top 25 Influential Hispanic Women
  • Featured in the WSJ, Forbes, Telemundo, and CNN, and is a columnist for financial journals in the U.S. and LATAM

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.