Consulting Services for Organizations

The trend today in most organizations is toward a growing number of older members with needs that are often divergent from newer, younger members.

Generally organizational programs are targeted to encourage younger member enrollment and retention.

Complementing your organization's professional development programs with information targeted to meet the needs of older members can greatly enhance organizational revenue, long-term enrollment and increased perceived membership value. As older professionals prepare for retirement and other careers their scope of needs is changing.

By hiring Bill to speak at your events or meetings, all members benefit. His strategies show members in an easy to understand format that there are many financial opportunities available to them that are designed to accelerate wealth creation, reorient how risk is perceived and managed, and provide guarantees of financial stability throughout retirement. Many of these recommendations are not available from other advisors.

"Risk comes from not knowing what you are doing" - Warren Buffett

Bill can be retained to speak on a wide range of topics including some of the following current issues:

  • Real Estate in Retirement Plans: Why it's a Definite Don't!
  • Productivity Profitability: Converting Expenses into Profits. How simple strategies will restructure or capture lost productivity that will put another $50,000 or more into your investment account without additional labor.
  • Opportunity Pricing: Why every professional must understand how the purchase or sale of a business or practice drastically affects the return on investment if not structured to take advantage of tax smart opportunities. It may be the difference of another million dollars!
  • Utilizing Entity Structures: Why using multiple entities helps to insulate you from unnecessary risk associated with frivolous lawsuits and litigation. In the United States, a lawsuit is filed every thirty seconds.
  • International Investing: How to diversify, capture world returns and minimize access of U.S. courts and the government under the newly enacted Troubled Asset Relief Program (T.A.R.P.).
  • Understanding your CPA's limitations: Why they are best viewed as historians rather than progressive advisors.
  • Anticipating Divorce and other unexpected life-altering events to avoid financial disaster: Increasingly disaster is initiated from within and how to be eliminate the risk of internal calamities.
  • Retirement planning: New $300,000 yearly tax deductions put the "H" in Horse Power. Owner and Professional Benefit Pension Plans Offer $80,000 to $350,000 in new contributions and deductions annually.

Note to Organization Boards: Members routinely attend financial presentations and seminars across the country on timely topics without the allure of C.E. credits every month. Many local organizations claim that they are unable to attract reasonable attendance without C.E. credit presentations. The question is why is there such a drastic contrast? The answer lies in the membership's perception of value for their time.  To help change this perception Mr. Faiferick will make available his marketing material and in some instances will work with your organization to implement the necessary marketing to ensure membership participation. This type of value added-service will work to realign not only how your membership perceives their local organization value, but also how they come to rely on your organization well into the future.

To book Bill for an educational component of your organization's program or discuss how to overcome the C.E. credit issues, please contact Bill at 425-743-1291 or complete the Contact Bill form.