News and Events

We’re blessed to be asked to share our knowledge on a regular basis. This page is where you can keep up with what’s happening.

As always, we welcome your comments and thoughts.

Buy Sell Planning While Generation Straddling

In business with a much older, or younger, partner and in sticker shock over the difference in insurance cost coverage between the young un and the old fogie? Check out a solution in this short video on buy-sell planning while generation straddling.   [video...

How Many Hats Do Your Employees Wear?

Learn how to improve employee productivity dramatically via a Task Management session where all department employees or team members participate in a facilitated, digital group activity called a Conversation Framework.

7 Ways To Find ME Power

In a time of massive change in our collective worlds, feeling powerless can be all too easy. Regardless of which side of a societal, political, or familial issue you fall on, feeling like you cannot affect the outcome can be downright exhausting. In this post, Bill shares eight ways to regain ME power, regardless of external outcomes.