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Successfully Handling Ethical and Professional Challenges for Estate Planners and Tax Professionals: Lead the Field With Passion, Enjoyment and Meaning for Yourself, Your Team and Your Clients



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Join renowned author, Top 50 Thinker and Performance Coach Srikumar Rao, PhD, and Alan Gassman, JD, LLM, in their 90 workshop presentation that will provide you with 9 innovative and highly effective techniques to enable you to cast away doubts and anxiety for yourself and others to make every day a great day using proven and time-tested strategies that were adapted and developed by Professor Rao while teaching at the Columbia University MBA program, and further refined thereafter.

Thousands of successful professionals have used Professor Rao’s methods to accelerate their professional success and enjoyment thereof. Professor Rao and Alan Gassman will explain how these methods can apply specifically to help legal, tax and estate planning advisors and their employees and clients. Make your practice and life what you want it to be, like never before with proven but not so well-known techniques and strategies:

1. Simple habits to save you an one hour a day

2. Budgeting for events and costs that you didn't plan for but should expect.

3. Shifting to neutral to avoid anger and anxiety.

4. Discovering your client’s 800 pound gorilla and reducing its size.

5. Making complicated problems into simple choices.

6. How to feel confident in challenging situations

7. Summonsing courage, which is always there when you need it

8. Finding what your clients and personal limiting believes are and come from.

9. Make each day a blast!



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Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times. You can contact Alan at agassman@gassmanpa.com for more information with respect to these programs.


Srikumar is founder of The Rao Institute and creator of the pioneering course, Creativity & Personal Mastery.
Srikumar Rao helps leaders around the globe transform their lives so that they can experience abundant joy, no matter what comes their way. Dr. Rao is a TED speaker, author and creator of the pioneering course, Creativity & Personal Mastery and has authored Are You Ready to Succeed: Unconventional Strategies for Achieving Personal Mastery in Business and Life, which is an international best seller, and Happiness at Work: Be Resilient, Motivated and Successful – No Matter What, a best seller on Inc.'s "The Business Book Bestseller List.


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