Welcome to The Center for Wealth and Legacy Studies™
We are committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and family today. Our goals are to instill hope and provide a specific roadmap for continued success throughout the generations. The Center is a non-profit founded by a group of like-minded professionals. Read more....
2010 Wealth & Legacy Seminar Series™ in San Diego
"Just Show Me The Money"
January 27, 2010
7:30 AM to 10:30 AM
- Can ESOP’S be a source of money? Is this an option today? Could this work for you?
- Do Angels really exist (the kind with money) and what will it cost you the business owner?
- When/where does leasing make sense today? What about factoring? Merchant advances?
- What is available today through the government (SBA) for low cost business loans?
- Bottom line: where can you go for capital today if your bank will not or cannot help???
Moderator
John C O’Neill
Partner
Procopio, Cory, Hargreaves & Savitch LLP
Speakers
Anthony L. Mathews
Director
The Beyster Institute at the Rady School of Management UCSD
Most wealth is not in the public market - it is in closely held businesses. How can one access illiquid wealth for business growth, diversify asset holdings, perfect an estate plan without losing the business and at the same time, take your employees on as partners in growth? Hear from a national expert with his finger on the pulse of this often discussed, little understood idea.
Neil Senturia
Chief Executive Officer
U.S. Local News Network
Do financial angels really exist? What are the pluses and minuses of utilizing angels to invest in your company, and what do you give up along the way as a result? Neil is considered the “dean” of angel investing, and has been accused of being a stand-up comedian and entertainer as well!
The Panelists
Pat Burns – Primary Funding
Ted Stearns – Sterling Wealth Strategies
Tage Tracy – TMK & Associates
How to use factoring, merchant advances, leasing, government programs (SBA) and other innovative but largely unknown or under-utilized forms of “synthetic capital” to keep your business growing.
Spotlight On Legacy
Frank Vizcarra
President
Vizcarra Consulting Group
As President of The Vizcarra Consulting Group, Frank Vizcarra works exclusively with CEOs and their management teams to develop stronger and more effective collaborative strategic systems. Growing up in Mexico in extreme poverty and dysfunctional family, Frank’s childhood years would have crushed most individuals. Instead, he grew to become extremely successful in the business world, including as a Senior VP with McDonald’s Corporation. Frank has a wonderful heart to make a difference in the world and especially in the Hispanic community.
"Taken Captive, DNA & 'What's It Worth To Ya?"
April 28, 2010
- What is a Captive Insurance Company and how does it help me save taxes?
- What’s my business worth today – and how can I significantly increase its value?
- Company culture – understanding your company’s DNA to pull your oars in the same direction
"The Aggregation Age & Your Legacy"
September 29, 2010
- The Midas touch to turn everything to gold – doing business in the Aggregation Age
- Preventing the 70% failure – how to overcome obstacles in wealth transfer
A Project of the Congressional District Programs, Inc.
The Center for Wealth & Legacy Studies™ is a project of Congressional District Programs, Inc. – a registered 501(c)(3) public charity.
All moneys raised by The Center are received by Congressional District Programs and become the sole property of CDP which, for internal operating purposes, allocates the funds to the Project. The Program Manager makes recommendations for disbursements which are reviewed by CDP for approval.
