5 Strategies to Protect Your Practice from Cash Flow Risk

Session Information

Regional Event: ne
Start Date: 03/26/2023 10:20 am
End Date: 03/26/2023 12:00 pm
Location: St. Augustine AB

Speakers in this session

  • Trish Gleason

    Trish Gleason Financial Advisor. CRPS™

    As a Chartered Retirement Planning Specialist, Trish has enjoyed 27 years working with individuals, doctors and other business owners providing financial and estate liquidity strategies as well as business valuation and succession planning. A member of Women in Defense (WID), Women in Pensions Network (WIPN), Gainesville Chamber of Commerce and Economic Development Council and former board member of the Senior Gainesville Women’s Club.

    Residing in Gainesville Florida for over 25 years, Trish enjoys spending time with her 9 grandchildren – proud 5 are adopted siblings – and feels blessed to work with the Florida Horse Protection Agency for over 20 years in providing a home for rescued horses and an animal lover.

    Licensed in Florida, Georgia, Iowa and Texas with her 63, 65, 66, health, life and variable insurance licenses as well as a Florida Real Estate License. Available for investment planning in all states.  Trish is dedicated to putting client’s “best interest first” and foremost. The Unified Financial Planners team are experienced, financial risk management educational speakers offering personalized goal based investment strategies.

    Sessions...

    5 Strategies to Protect Your Practice from Cash Flow Risk
    Regional Event: ne
    Start Date: 03/26/2023 10:20 am
    End Date: 03/26/2023 12:00 pm
    Location: St. Augustine AB
    Session details

    Course Description

    This class will identify statistics about the economy, provide education for “Five Strategies to Protect Your Practice from Cash Flow Risk” and deliver insights to determine if their practice and ultimately personal wealth are structured to maximize financial protection in the event of a catastrophic event. Members will complete this class with an understanding of how to protect their practice and family against cash flow collapse, protect assets, and create value for their practice as they plan exit strategies.

    Learning Objectives

    • Create a plan and protect their clinics and personal wealth against a CASH FLOW COLLAPSE and CRISIS
    • Learn how to create value and position their practice for succession planning and an exit strategy
    • Develop an understanding of 5 potential investment strategies to create passive income, leverage, tax free, key man protection and hedges

Course Description

This class will identify statistics about the economy, provide education for “Five Strategies to Protect Your Practice from Cash Flow Risk” and deliver insights to determine if their practice and ultimately personal wealth are structured to maximize financial protection in the event of a catastrophic event. Members will complete this class with an understanding of how to protect their practice and family against cash flow collapse, protect assets, and create value for their practice as they plan exit strategies.

Learning Objectives

  • Create a plan and protect their clinics and personal wealth against a CASH FLOW COLLAPSE and CRISIS
  • Learn how to create value and position their practice for succession planning and an exit strategy
  • Develop an understanding of 5 potential investment strategies to create passive income, leverage, tax free, key man protection and hedges