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Financial Planning Beyond the Cycle of Death and Taxes

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Monday, April 27 | 2:30 pm
Money, death and taxes – is that really all there is to drive financial planning? Or is there more than that? Yes, there is. There is a new approach to wealth management that takes conversations about money and generosity to a higher level, a higher purpose, for both the individual as well as the collective of generosity minded business men and women. It is an approach where giving is but one of three foundation stones that drives social responsibility and impact investment. In this new approach, business advisors are perfectly positioned to be the change agents who empower and inspire their clients to seek these higher-level ideals as a motivator for generosity. This presentation will present three Strategic Objectives for Uplifting Life which your clients can use to power the growth of their businesses and to make impact investments driven by higher-level ideals. These tools will provide your clients with a fresh perspective as well as the ability to recognize their intrinsic purpose for making money, managing wealth and impact investing in a way which fully embraces the inherent morality and virtue of business. There is more to motivate financial planning than death and taxes, and generosity is just one step along the path. 

Presenter: Julaine Smith, CPA, is Founder and Managing Member of ARISE Business Solutions, LLC, a business development firm whose mission is to empower business leaders to make a profit and make a difference. The hallmarks of ARISE’s business development practice are the SOUL Plan® business framework and G ("Generous”) Corporation® money management philosophy. Smith has more than 25 years' experience assisting entrepreneurs, small business owners, and corporations in the areas of business planning and development, accounting and finance. As the Eternal Wealth Coach® at ARISE, she coaches women business owners to transform their fledgling companies into profitable businesses, and build organizations that use wealth to uplift the communities they serve. Smith is also co-Founder and Managing Member of Accountant Smart, LLC, an outsourced, cloud-based accounting services firm, where she provides accounting and consulting services to small to mid-size companies. Smith is the host of a weekly radio show, "Loving God and Making Money,” which airs on 820 AM KGNW in Seattle and online at KGNW.com. She serves on the Advisory Board for Northwest University’s School of Business and Management, and is a former board member and chairperson of the coaching committee for the angel investment group, Seraph Capital Forum. During her corporate finance career, Smith served as VP of Finance for AT&T Broadband and completed her public accounting experience with Price Waterhouse in San Francisco.
Presenter. Julaine Smith, ARISE Business Solutions

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