Seminars

MAD Mavens Coming to You Live from Normal

We are available to speak to your group. We have a collection of presentations that we offer, and we can create a custom presentation appropriate for your audience. Not only do we rely on the expert advice of well qualified professionals, we also use cutting edge processes from international coaches to help you change how you think, opening up new opportunities and new possibilities. We offer these seminars to make a difference for you. If we feel your needs are not part of our core talents, we will refer you to someone who can meet your needs. If you are not completely satisfied, we will refund your payment.

MADness

What is MADness? How does one get to be MAD? What are the rewards of being MAD for me and my family? How does being MAD change my life? These and many other questions are answered in the MADness seminar. We start by framing the conversation with what MADness is and can be, then we delve into the specific strategies for practicing MADness.

Bigger Pie

Where MADness often focuses on making a difference for other people, the Bigger Pie steps back and asks how you can make a difference in your life and the life of your family. In this seminar we take a look at identifying core values as well as a mission. Then we run through financial planning, legal documents, investments, estate planning, and charitable planning--integrating each discipline with the others and aligning them all with core values and mission. Get the Big Picture and find out how to optimize your finances and your documents to fit your needs. Optimizing often finds more of your own money for the things that you value--thus a bigger pie.

Educated Donor

Wasn't there some class in school somewhere that taught you how to be an effective donor? No? Me neither. Get the lowdown on how to give money well. Ramp up your giving capabilities and jump up the giving ladder. Learn how to have a bigger impact with your giving. Learn how to evaluate the success of your giving. And also walk away with some tools for managing giving like the project it is. Giving well isn't genetic; it is learned. Learn how here.

Integration and Hyperagency

Go beyond good giving. Become a hyperagent. Use your capital and your talents to practice your values. Find the leverage point for each of your causes and tip them in the right direction--without having to increase your giving. Learn how to use other donors money, time, talents, and energy to make the difference you want to make. This is an advanced seminar building on both Bigger Pie and Educated Donor knowledge.

Family Wealth

One of your core values is family? How do you develop the wealth of the family as a whole instead of as particular individuals? Where do you put risky investments and where do you play it safe? Specifically in which generation at what point in their life? How do you involve family members in growing the wealth? What are work arounds for less healthy members of the family? How do you use the law to your advantage? This is an exciting seminar that will change the way you think about money and how you work with your family.


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