LYD Strategy Solution
      Back to home
      1. Success Hub
      2. Webinar & Training Replays
      3. LYD Strategy Solution

      25 May 2023 - Highlights: 30 Years of Strategies

      Join us Thursday at 12:30pm, where we will highlight all the key points of the day into this JAM PACKED one-hour webinar session. Leave the webinar being interested in providing strategies OR you’ll be obsessed. All three directors will be on this highlight webinar, don’t miss your chance to gain knowledge from Michael Jeffriess, Grant Abbott and Ben Gill.

      Topics can include:

      • Michael will unleash your potential as he takes you through interested vs obsessed and how you can change your firm.

      • Grant Abbott's strategy session- review of the budget and what he has learned to date in crafting and building strategies for use by accountants and planners and enabling them on the LightYear Docs strategy platform - yes strategies NOT just documents.

      • Go through some old strategies that still work and the new strategies beyond SMSFs and into Family Wealth Protection.

      • Estate Planning strategies – there is gold in protective estate planning using Trusts NOT Wills and why testamentary trusts are vital, using Living Trusts instead of an estate to prevent family provisions claims, plus a launch of world's first SMSF Will with a Testamentary Trust intact from LightYear Docs.

      • Road to business and revenue success with Michael Jeffriess and Ben Gill - how to price and market strategies and more.

      Attachments: