At the workshop, you'll have the opportunity to preview and purchase Karl's two new books. Or buy them online.at www.fbrsystem.com.
Karl R. Bareither Author & Speaker Founder & President FBR System, Inc.
FBR System offers your clients:
Success and continuity of the family business
Fair treatment of all family members
Ideas that maximize business profitability, enhance family harmony.and minimize the role of the IRS
FBR System offers you:
Differentiation as a true, valued advisor for all family members
A fee-based model that stablizes and enhances revenues
Training to work with the entire family as "the client"
A proven step-by-step planning process
Proprietary planning, software & analysis tools
Want to learn more? Attend a free 90-minute advisor wealth transfer workshop. Speaker Karl Bareither, drawing on his 30 years of client experience, will demonstrate FBR’s holistic process in planning for the successful transfer of the business and all family wealth. Learn how the FBR Model addresses the needs of all family members and focuses on wealth as more than property. Receive a complimentary copy of Becoming a Wealth Transfer Specialist Participant Workbook.
To register for a workshop, call (805) 595-2089 or email
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