Past Wealth & Legacy Seminars
The New, New Business Model
vs.
"Gentlemen: This Is a Football"
Wednesday, November 10th, 2010
7:15 a.m. to 9:30 a.m.
Kafoury, Armstrong & Company
8329 West Sunset, Suite 210
Las Vegas, NV 89113
A Wealth & Legacy Series™ Seminar, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.
- New realities of running a successful business today
- Critical planning decisions to make before 12/31
- What to expect in 2011 and beyond …taxes, credit lines,
investments, customers, and more ….
Moderator
Wayne Jeu
Vice President
Relationship Manager
Plaza Bank
Our Presenters
Eric A. Johnson
Tax Partner
Stewart, Archibald & Barney, LLP
R.J. Kelly, MSFS, ChFC, RIA
Founder & President
Wealth Legacy Family of Companies®
Spotlight on Legacy
Host
S. Craig Stone, II, Esq.
Partner
Tax and Estates Department
Fox Rothschild LLP
Creating a "Blue Ocean Strategy" For Your Business;
Leaving the Competition Behind
October 20th, 2010
A Wealth Legacy Seminar
7:30 a.m. to 10:30 a.m.
Red Rock Country Club
2250 A Red Springs Drive
Las Vegas, NV 89135
- How to unlock all new demand and create "uncontested marketspace"
- How to create a profitable market space to maximize opportunities and minimize risk
- Understanding today’s economic trends; What will be the same and what will be different?
- What does this mean to me - my clients - my business - my family?
Moderator
S. Craig Stone, II, Esq.
Partner
Tax and Estates Department
Fox Rothschild LLP
Our Presenters
Alan Nevin
Director of Economic Research
MarketPointe Realty Advisors
Zunaira Munir, Ph.D
Founder and Managing Director
STRATEGIZE BLUE
Spotlight on Legacy
Host
R.J. Kelly, MSFS, ChFC, RIA
Founder & President
Wealth Legacy Family of Companies®
Stacey Wedding
Professionals in Philanthropy, LLC
Featuring
A Solid Foundation In Place:
Pro-Active Planning In Light of Lessons Learned
August 11th, 2010
A Business Round Table
7:15 a.m. to 9:30 a.m.
Kafoury, Armstrong & Co.
8329 West Sunset, Suite 210
Las Vegas, NV 89113
Click Here to Register
$20 admission for one person - Each additional guest $10 (limit two)
- Avoiding the top seven reasons why businesses fail
- Secrets of a successful business plan
- Ready... Set... Execute!
- You can't manage what you don’t measure
Moderator
S. Craig Stone, II, Esq.
Partner
Tax and Estates Department
Fox Rothschild LLP
Our Presenter
John P. Neal
Principal
PAULINNEAL
Spotlight on Legacy
Host
R.J. Kelly, MSFS, ChFC, RIA
Founder & President
Wealth Legacy Family of Companies®
Featuring
Stacey Wedding
Founder & Principal
Professionals in Philanthropy, LLC
Is Your Business House Really In Order?
Turning Your Company Into Your Fortress
June 8th, 2010
A Business Round Table
7:15 a.m. to 9:30 a.m.
Kafoury, Armstrong & Co.
8329 West Sunset, Suite 210
Las Vegas, NV 89113
Click here to register:
https://www.registrationfactory.com/v3/default.cfm?EventUUID=BA5A13B6
$20 admission for one person - Each additional guest $10 (limit two)
A Wealth & Legacy Series™ Seminar, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.
- Best business practices after the “Great Recession”
- Now that there’s “more on the line”…. identifying old and new risks
- What’s on the “horizon” for you and your business?
- Leaving a “legacy” in your business and family
Our Presenters
Donna Stidham, Esq.
The Law Office of Donna Stidham, LLC
Lupe Alba
Founder
KG&R Bookkeeping Solutions, Inc.
Spotlight on Technology
Stacey Wedding
Founder & Principal
Professionals in Philanthropy, LLC
Moderator
R.J. Kelly
Founder & President
Wealth Legacy Group
Converting Uncertainty Into Certainty:
Unique Opportunities to Prepare for Change
January 20, 2010
7:30 a.m. to 10:30 a.m.
Las Vegas, Chamber of Commerce
6671 Las Vegas, Blvd. South Suite 300 (at Town Square)
Las Vegas, NV 89119
A Wealth & Legacy SeriesTM Seminar, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.
- What can you expect regarding Income, Capital Gains, Estate, Gift and Alternative Minimum taxes in 2010 and beyond?
- Is it possible to increase your investment returns while lowering your portfolio risk?
- What are the ten keys to succeeding in today’s economy?
Our Presenters
- Robert Brome, CPA
- Certified Public Accountant and Shareholder
- Kafoury, Armstrong and Company
- R.J. Kelly, MSFS, ChFC, RIA
- Founder & President
- Wealth Legacy Family of Companies
- Pepe Charles
- Senior Executive Consultant
- Management Action Programs, Inc.
Moderator
- S. Craig Stone, II
- Attorney at Law
- Fox Rothchild, LLP
