The Value of Experiencing Change
I love anniversaries as they remind me to stop, reflect and celebrate. Any relationship that lasts twenty-five years deserves a celebration. Big congratulations to Bruce Dement of Kastalon and Cathie Cushing Duff of Cushing. Thank you for your membership, support… Read more→
Audio Blog: Patty Rioux, President of ODEA
We are excited to announce our new audio blog series! We’ll chat with business leaders to learn from their stories and experience. In this episode, we talk with Patty Rioux, President of ODEA and Strategic Partner to the Entrepreneur and… Read more→
EFBC Crash Card Template
EFBC’s Contingency Planning Crash Card Template In the event of a health emergency or sudden death, family members often scramble to locate important information and documents. This process can be overwhelming, especially when emotions are running high. To prepare for… Read more→
President’s Message – Transitions
A few years ago, I decided to leave my forum. I loved my forum and still do, but I needed a change. In large part, I gained the confidence to leave from my forum. I was prepared and energized to… Read more→
A Year of Alphabet Soup
September has been ‘our month’ to share our insights and updates around the accounting and tax planning areas of our practice. And, given the year we have all been crawling or sprinting through, we are taking this opportunity to visit… Read more→
Live Well, Work Well
The coronavirus pandemic has caused uncertainty, stress and worry for many for the past few weeks. Even as businesses reopen and restrictions are lifted, many Americans are experiencing considerable anxiety. With more than half of Americans reporting to Dynata, a survey… Read more→
Why Your Business Needs Security Awareness Training
The way we work is changing all the time, and maintaining robust data security practices is vital. But your biggest threat may be your own employees; 90% of security breaches involve employee error, costing businesses an average of $3.86 million… Read more→
President’s Message – Testing Our Resolve
What time is it at EFBC? It is RETREAT time! This year, thanks to EFBC, I have the opportunity to attend two retreats in two weeks: the board retreat and my forum retreat. I left our board retreat the same way I leave every EFBC event,… Read more→
Financial Planning Assessment: Which Succession Strategy is Best for your Financial Plan?
There are many unknowns in the world today and that will not change in the near term. Does that mean you should do nothing until this is over? Absolutely not. During times like these, creating a plan and then checking… Read more→
