Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.


Estate Planning & Asset Protection – 101

Premiere Date: 06/19/2018 11:00am

Estate Planning & Asset Protection-101

View the accompanying slideshow for free here.

This webinar provides CLE/CPE credit. Click the On Demand button below.

The personal wealth one acquires can be exposed to the claims of creditors for any number of reasons, even when one is doing business through a corporate entity. There are, however, ethical and legal means to protect one’s assets from potential future creditors. Whether addressing your personal needs or those of a client, asset protection is a fundamental part of making certain that one’s financial house is in order. This webinar touches on all these things.

Employment Law 101

Premiere Date: 05/22/2018 11:00am

Employment Law-101

View the accompanying slideshow for free here.

This webinar provides CLE/CPE credit. Click the On Demand button below.

Any business, large or small, needs to have at least a fundamental understanding of employment law. What must an employer do upon making a hire to make sure the worker is a U.S. citizen? When is a worker an independent contractor and when is she an employee? How does an employer make sure it is making proper withholdings? What does an employer do when it receives notice of a wage garnishment? What should an employer do if an employee tries to start a union? What is the best way to avoid a wrongful termination suit? What does an employer need to know about workers’ compensation insurance? What are some of the most common mistakes new employers make? Should an employer use a written employment agreement with its employees? These are some of the questions this webinar explores.

Commercial Real Estate – Acquisition and Development

Premiere Date: 04/24/2018 11:00am

Commercial Real Estate: Acquisition and Development

Developing commercial real estate requires the investor to wear many hats. Well before the development stage begins, a commercial real estate developer needs to be versed in negotiation, property due diligence and contract law. It’s also vital for a commercial real estate investor to understand the terms of associate financing, including personal guarantees. The development phase involves a host of other issues, from dealing with contractors to zoning, and everything in between. This webinar provides an insider’s guide to commercial real estate acquisition and development.

How to Start a Business

Premiere Date: 03/13/2018 2:00pm

How to Start a Business

You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Starting a business can be an exciting time but requires careful planning to avoid foreseeable pitfalls. Careful drafting of formation documents can provide stability as the business launches and can also prevent many future issues. However, there is no one-size-fits-all entity that works for all businesses.

Be it a corporation, limited liability company, partnership, or solo proprietorship, numerous factors must be considered to ensure as the correct entity is chosen for your new company. Chief among these considerations are tax implications (pass-through vs. corporate taxation), personal liability (limited vs. unlimited), and the ability to maintain control of the business. Additionally, founders should be educated on the rules regarding capital raising, as well as what, if any, fiduciary duties they owe and to whom. This webinar provides guidance on each of these considerations.