Dan Isard is a highly sought after speaker. He has presented over 500 speeches to various funeral home trade groups. At Foresight, we recognize that state association meetings and programs are a time for colleagues to socialize as well as to be exposed to new information that can enrich both their business and their personal lives. Our approach fits right in. Dan can motivate participants by providing an exciting learning atmosphere as well as helping them feel energized to tackle the future when they go back to their day-to-day routines.
GROUP SIZE
Foresight ’s programs are adaptable to all size groups from small study groups of 10 individuals all the way to groups of 500 convention attendees. Intimate groups of 25-50 association members are especially popular.
TOPIC SELECTION
Foresight can provide guidance to program organizers during all stages of planning for their next meeting. A list of frequently requested topics is provided. In addition to those suggestions, Foresight can tailor design a presentation to meet the specific needs of your group. Discussions of timely and current local issues can be interwoven with a look at national and regional trends.
PROGRAM LENGTH
Presentations vary in length from 1 hour to all day. More than one presentation may be scheduled per program day. Foresight also has the ability to customize a program to your individual specifications. Please let us know what your time options are when requesting our participation in your next meeting.
INVESTMENT
The investment to have Dan Isard attend your seminar for one day, whether presenting one topic or two, is $2,500.00 plus travel, lodging expenses and one convention registration.
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PRESENTATION TOPICS
Cremation - What Will It Urn You?
(Length 2 hours to half-day)
Consumers are asking for cremation arrangements at startling rates! Our industry has been impacted in many ways and yet there remains a common propensity to ignore the trends rather than understand and respond to the consumer in mutually beneficial ways. This seminar will help the professional to identify the trends, better understand the consumer and learn how to establish prices and sell cremation merchandise and services for the long-term health of their business.
Valuing Your Funeral Home
(Length 2 hours to all day)
Almost 80% of funeral home owners’ net worth are tied up in the value of their businesses and 90% of their income is derived from this one asset. What is it worth? This seminar demonstrates realistic bean-crunching techniques for valuing funeral home businesses. This is a definite for anyone considering buying or selling or who is just plain curious.
Common Estate Planning Problems of Funeral Home Owners
(Length 1 to 2 hours)
This is a rational discussion of the ten most common problems faced by funeral home owners when planning their estates. Humor is used to offset the technical material pertaining to solutions for avoiding mistakes in wills, trusts, insurance, gifting, and asset valuation. Planning ideas are offered for families desiring to pass the business to only those children active in the business, while still providing for those children who
are not active.
How to Legally Reduce Your Taxes
(Length 1 1/2 to 3 1/2 hours)
Taxes eat up as much as 35% of each dollar of revenue you earn. Ignoring them will not make the obligation go away. This program specifically addresses personal tax planning for the business owner together with tax planning for the corporation. Discussion of the co-relationship of the two tax entities is coupled with humorous examples of what not to do.
Preneed; Meal Ticket to the Future or Will It Eat Your Lunch?
(Length 2 hours to half day)
About 20% of funerals performed are paid for via pre-arranged plans. Doesn’t it make sense for funeral home owners to know the comparable financial strength of the preneed vendors? Dan Isard has been talking and writing about preneed since it was a hyphenated phrase. Dan Isard is the editor of Preneed Perspective and he can present this seminar on trends, facts, fiction, and pro-active planning for a preneed program that will be feasible
for the future.
Do You Have to Sell Your Home to Keep Your House in Order?
(Length 1 1/2 to 3 1/2 hours)
Business owners who want to retire are dependent upon the orderly and successful transfer of their businesses. Entertaining examples illustrate how financial independence and quality of life are directly proportionate to the care given to retirement planning, estate planning, business continuity planning, and the proper use of pension and profit sharing plans. Discussions about possible successors are covered.
Merger, Acquisition, Business Transfer, and Valuation
(Length 2 to 3 1/2 hours)
Migrate, mutate or die. The last 20 years have seen unprecedented numbers of funeral home owners buying each other out or merging with each other or with national acquirers. The degree of regulated complexity of transferring a business within a family has also increased. Funeral home owners will smile as this seminar addresses these issues along with understandable valuation techniques that those attending can apply in their own situations. Discussions on how and why to acquire can be added.
What the Independent Funeral Director Must Do To Remain Independent and Profitable
(Length 2 hours to all day)
Profit margins for independent funeral homes have fallen to less than 10 cents on the dollar, but consumers are spending more. How can this be? The only explanation is that the costs of operations continue to grow at a rate that is greater than pricing increases. The benefits of making certain changes to business operations now become obvious through a discussion of the history and rationale of this dynamic. Participants will study a case example, as part of a “user friendly” handout, which provides clear insight into easily applicable solutions for the independent owner.
ADDITIONAL TOPICS AVAILABLE
Foresight can tailor these and additional presentation topics to meet specific needs of state associations and small study groups.
Call us before planning your next meeting.
(800) 426-0165
(602) 274-6464
The Foresight Companies, LLC.
6520 N. 7th Street, Suite 200,
Phoenix, AZ,
Susan Ralston
Email: SusanRalston@f4sight.com
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