Maximizing Your Potential Succession and Exit Planning...

Maximizing Your Potential
Succession and Exit Planning That Achieves Your Goals

May 10th, Tarzana, Ca. Find out more.

May 25th, Ventura, Ca. Find out more.

May 26th, Claremont, Ca. TBA.

We have over 12 different presentations available for speaking to the CPA world and other professions.  For the last four years, Succession and Exit Planning have been number one in requests by a big margin.  In May, just by chance, we have three events both on Succession Planning--they are each the same speech;

SUCCESS IN EVERY CONVERSATION

Santa Barbara Associates Speaker Luncheon
Thursday, September 10th, Noon – 1:15, University Club Library

Have we lost the art of conversation? In this wired up world how do we speak to our associates? Speak to our kids and grandkids who ask us to text them? Today 50% of marriages end in divorce and the top reason: Communications gaps. A Gallup study estimates the cost of disengaged employees is more than $300 billion a year.  In my 20 minutes you’ll learn how to save time, be heard and understood.

Founder of Gaughen Global Public Relations, an author, a business leader and Conference speaker for the 70th birthday of the United Nations. Co-Author, Revolutionary Conversations, The Tools You Need for the Success You Want introduces not just a concept but a new way of communicating: the S.H.A.R.E.™ Tools  www.RevolutionaryConversations.net  She has a B.A. from San Diego State University and Masters work in Organizational Behavior from the University of California, Santa Barbara and San Diego State University. 

Currently the Host for Meet the Speakerswww.peaceconference2016.org, (Interviews and podcast for the 100+ Rotary World Peace Speakers  January 15 &16, Rotary World Peace Conference in Ontario, Ca.).. President of the United Nation Association, Santa Barbara Tri-Counties Chapter;  Barbara’s late husband, Dr. Robert Muller and she wrote 7500 Ideas and Dreams for Peace and a Better World which is shared in a FREE daily email to subscribers world wide Good Morning World www.goodmorningworld.org

Santa Barbara University Club ( Lunch $20.00)

1332 Santa Barbara St, Santa Barbara, CA 93101
RSVP 805 680 9445

Life's a Beach DG: Finding your Niche-Meeting Client Needs & Your Needs

Date : August 6, 2015 12:00 pm - 2:00 pm
Location : San Diego Area
Facility : Sheraton La Jolla

Are you aware that niches are essential for a firm’s growth and sustainability? From being a career development resource to making the firm more attractive to referral sources and new clients, a niche helps your firm stand out from the rest. Do you know how to widen your business footprint by working with outside providers to help complement their existing service base? Don’t miss the opportunity to hear specifics from Mark H. Fowler, CMC of Stowe Management Corporation.
Objectives

·         discover how to develop a niche as a client advisor

·         identify revenue opportunities by working with external specialists

·         gain insight into being the client’s first phone call

To register, go to www.calcpa.org and choose Events.

University Club luncheon

Nov. 4, 2014

November is National Family Caregivers Month. More than 40 million Americans provide care for an elderly loved one, and over 15 million of them care for someone with Alzheimer’s disease.

Caring for a loved one can be such a difficult and lonely experience, and family caregivers are often unprepared and overwhelmed by the significant challenges they face in this role, especially around the Holidays.  Join, U Clubs own Barbara Gaughen-Muller, columnist of Going Organic Magzines Caregiver’s Corner November 3rd at noon, for Ladies who Lunch and learn how to make your Holidays  stressless,  joyful and how to manage to find time for yourself.

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