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UPCOMING WEBINARS

Charting the Course: Succession planning for your business’ next chapter Webinar

Charting the Course: Succession planning for your business’ next chapter Webinar

Wednesday, October 14, at 12pm ET

Attend and invite your clients to join Michael Geeraerts of Guardian’s Business Resource Center and Andrew Hirschler from Pershing as they discuss the importance of having an effective business succession plan in place. 

Michael and Andrew will discuss:

  • The importance of having a business succession plan
  • The importance of knowing the value of your business
  • Why a buy-sell agreement is a necessity, and what to look for in your current agreement
  • Funding for a buyout
REGISTER NOW

Past Webinars

To view the recordings, follow the link and register (or re-register) for the webinar and you will be taken to the video.

Your year in review webinar: How to maximize your policy review to achieve financial confidence

Your year in review webinar: How to maximize your policy review to achieve financial confidence

Wednesday, September 16, 2020 at 12 – 12:45 pm ET

It’s been an anomaly of a year, especially for small business owners who have been adversely affected by the COVID-19 pandemic. In support of LIAM, Joseph Guyton and Andrew Guyton of The Guyton Group will discuss:

  • How to maximize the impact of a small business policy review
  • Optimizing policies to address changing needs
  • The importance of disability insurance in buy-sell review .
REGISTER HERE TO WATCH AND DOWNLOAD A REPLAY
<strong>A small business strategy for creating stability and survival during COVID-19</strong>

A small business strategy for creating stability and survival during COVID-19

Wednesday, September 2, 2020 at 12 – 12:45 pm ET

As millennials face their second economic recession, building and preserving wealth seems out of reach for many who are without foundations in financial literacy. Angel Rich, the founder and CEO of The Wealth Factory, is using her fintech startup to deliver equal access to quality financial education through gamified apps.

REGISTER HERE TO WATCH AND DOWNLOAD A REPLAY
<strong>A small business strategy for creating stability and survival during COVID-19</strong>

A small business strategy for creating stability and survival during COVID-19

Wednesday, August 19 at 12 pm ET

What does a business owner do when her world gets turned upside down by a game changing pandemic?  Millions of small companies have been forced to face that same unwelcome scenario in 2020.  Hear the story of Doris Kaiser, CEO and managing partner at Zeldis Research Associates, and learn how she and her team successfully stabilized the business when no traditional management tools or financial indicators seem to apply.  

REGISTER HERE TO WATCH AND DOWNLOAD A REPLAY
<b>Lessons in resilience: A small business story of re-opening and thriving during COVID-19</b>

Lessons in resilience: A small business story of re-opening and thriving during COVID-19

Wednesday, August 5, 2020 12−12:45 p.m. ET

Re-opening your business presents many challenges. Business owners are coming up with creative solutions to face heightened safety measures and to retain employees and customers during COVID-19. Join us for a discussion with small business owner Rosanna Dovgala of Sierra Health Group, who will share her company’s successes during the pandemic.

 

REGISTER HERE TO WATCH AND DOWNLOAD A REPLAY
Balancing safety and recovery: Returning to the workplace while managing employee leave

Balancing safety and recovery: Returning to the workplace while managing employee leave

Wednesday, June 17, 2020 4−5 p.m. ET

As the process of reopening begins, there are many unknowns about how the financial markets will perform. Join us as we discuss the state of the economy before the COVID-19 outbreak, what history has shown us about recessions, and factors to consider when evaluating the current market.

REGISTER HERE TO WATCH AND DOWNLOAD A REPLAY
Navigating the COVID-19 tax landscape: A comprehensive guide for retirement planning

Navigating the COVID-19 tax landscape: A comprehensive guide for retirement planning

Wednesday, June 24, 2020 4−5 p.m. ET

Recent tax law changes have altered the landscape for owners of IRA, 401k, and other qualified retirement plans. Our speaker will review the current retirement environment, advantages for pre-retirees, the impact of the Secure Act, and the future of retirement tax rates.

REGISTER HERE TO WATCH AND DOWNLOAD A REPLAY
Behavioral alpha: Financial decision-making during the COVID-19 crisis

Behavioral alpha: Financial decision-making during the COVID-19 crisis

Are you thinking about your finances in ways that help you make the best decisions possible, act on those decisions, all without getting in your own way? Our speaker addressed things we can do to help us maintain our long-term financial focus.

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Balancing safety and recovery: Returning to the workplace while managing employee leave

Balancing safety and recovery: Returning to the workplace while managing employee leave

As states begin to reopen, and employees slowly return to the workplace, employers are tasked with protecting the safety of their staff, customers, and vendors. Small business owners must also manage employees’ requests to extend leave to care for children and other loved ones. This webinar gave an update on employee leave, and had your top questions answered.

WATCH NOW
Embracing disability wisdom during COVID-19: What we can learn from the disabled community

Embracing disability wisdom during COVID-19: What we can learn from the disabled community

A panel of members from the disabled community will share how their unique experiences have prepared to them to survive, thrive and lead during this time of physical distancing. They will discuss how they’re coping with the pandemic, and why we should never go back to “normal”.

WATCH NOW
Stimulus insights for small business owners: Your top questions about the CARES Act answered

Stimulus insights for small business owners: Your top questions about the CARES Act answered

Part II of our conversation about ways small businesses can benefit from the CARES Act, SBA loan assistance and other forms of financial protection.

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Preparing for the rebound: Business strategies for working today and in the future&#160;

Preparing for the rebound: Business strategies for working today and in the future 

We explore how you can keep business running now, transition back to a new normal when the time is right, and create a strategic future moving forward.

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Navigating employee leave during the COVID-19 pandemic

Navigating employee leave during the COVID-19 pandemic

Our panel explains how the new FFCRA and state leave law updates interact with existing FMLA and company leave policies.

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Guardian dental benefits: Maintaining oral health during the COVID-19 pandemic

Guardian dental benefits: Maintaining oral health during the COVID-19 pandemic

Our speakers discuss the steps we are taking to make sure that you can connect and do business with Guardian without interruption.

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Adapting to keep your business afloat: How small businesses can benefit from new COVID-19 regulations

Adapting to keep your business afloat: How small businesses can benefit from new COVID-19 regulations

Our panel addresses new regulations aimed at helping small businesses, such as the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

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Resiliency, flexibility, and adaptability: Practical applications for today, so we can all bounce back tomorrow

Resiliency, flexibility, and adaptability: Practical applications for today, so we can all bounce back tomorrow

We discuss ways to support organizations and their workers in responding to the ongoing coronavirus crisis. We will discuss how to tap into our strengths of resiliency, flexibility, and adaptability to better cope with anxiety and fear, as well as ways to be our personal best  ̶  not only for ourselves and loved ones, but also for our workplaces and communities.

WATCH NOW
Cast a wider net: Prioritizing mental health and well-being when the world is out of sorts

Cast a wider net: Prioritizing mental health and well-being when the world is out of sorts

Our speakers present best practices on providing help in times of crisis, keeping employees engaged as day-to-day work environments change, understanding new work challenges, and managing both home and work relationships during these uncertain times.

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10 things employers need to know NOW about leave law and coronavirus

10 things employers need to know NOW about leave law and coronavirus

Learn the 10 things employers should know now to manage coronavirus-related absences. Our panel of compliance professionals will provide the latest details on the new emergency federal bill, and state agency updates regarding paid leave benefits.

WATCH NOW

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