- 1301 Fannin Street Suite 2440 Houston Texas 77002
- (832) 895 1700
- jim@familywealthbuilder.com
- houston.familywealthbuilder.com
- http://www.facebook.com/JMunchbach
Workshops
Retirement Investing
On our Retirement Investing Workshop, you will learn:
- 10 Investment Ideas to build wealth
- Setting The Foundation for Family Wealth
- Best Practices for Building Your Retirement Paycheck
- 7 Tips to Make Your Money Count in 2018
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Family Legacy Planning
On the Family Legacy Planning Workshop, you will learn:
- Family Communication Skills and Family Meetings
- 3 Keys for Success in Multigenerational Wealth Management
- 4 Ways to improve family governance
- Preparing the next-generation for leadership succession through mentoring
- The Ultimate Blueprint for building your family legacy action plan
- 5 Ways to Pay It Forward
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Business Succession Strategies
On the Business Succession Strategies Workshop, you will learn:
- Unlocking Value
- 1. Business Valuation[
- 2. The process of selling a company
- 3. Tax and estate planning considerations
- 4. And wealth management strategies
- Checklist for pre-succession planning
- 6 Steps for assuring contingency succession
- And so much more!
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Purpose-Centered Selling
The Purpose-Centered Selling Workshop is:
- For Financial Advisors and Certified Financial Planner™ professionals
- The Ultimate Blueprint for Building Wealth
- Allied for Success – steps for building a strategic alliance in your community
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