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The InKnowVision
Institute
The
InKnowVision Institute offers technical, marketing and practical
education for financial and legal advisors working with (or looking to
work with) high net worth clients and families.
In its
twice a year conferences, the Institute focuses on team work and
instills competence and confidence fundamental to dealing in the high
net-worth marketplace. Monthly web conferences enhance the collaborative
experience.
Testimonials:
"If you were to have shown me the agenda before
I came, the two presentations that I would have said would be the least
interesting to me was the pet trusts and the collectables. And those are
the ones that I got the most out of because those people brought that
passion. That’s the beauty of coming to the Institute." Richard Foley,
Esq. Anchorage, AK
"The highlights for me were many. The formal sessions were just awesome.
Having gone to almost every conference I could ever go to in the last 23
years, this was such an eclectic and such a vibrant conference for me. I
took more notes than I have ever taken. More action steps that I’ll have
to get out to do this week. But clearly despite the formality of each
session, the participants, this is my first time here. I was amazed at
the level of knowledge, the level depth of their wisdom and their
contribution to it. What I took away most was the connectivity either by
the fireside either over dinner. The dinners and the times we spent
outside were as impactful as what we did in the room each day. So I just
commend you it was a great job done. You aren’t formally conventioneers
in throwing conferences so you did a hell of a job with what you put
together." Ralph Adamo, Integrity Insurance Services, Newport Beach CA
"I remember the first program I came to in Chicago and I knew a couple
faces. Coming back now and renewing friendships and building
friendships, the personal interactions in like the exercises we did
today. Or at lunch just talking and getting to know people. In realizing
that I really don’t have to know what a GDOT is because all I have to do
is call somebody who really does." Rick Reinbold, CNET, Milwaukee, WI
"Well as a CPA I did have a couple Rodney Dangerfield moments here. But
that last presentation has restored my self esteem. So I’m feeling much
better now. I really appreciate it thank you very much." Frank, CPA ,
Portland ME
"I continue to be phenomenally stimulated by not only the presentations
but really the collective wisdom in the group on a technical basis. But
also just the practical basis. The question I was trying to ask at the
end of the case study yesterday was not about how I can get through
complex stuff I don’t understand. I get that the value proposition is
precisely geared with InKnowVision for that piece. But it’s more how do
you guys know teeing up these conversations with people before you bring
in InKnowVision and after they produce these terrific tools for us to
use. And I was able to have a number of conversations with people
offline. Where people shared in a lot of the mistakes they have made in
some of those conversations and to maybe do them better. I am just so
enthusiastic and encouraged about being better able to dive into this
deep end and play in the sandbox. I also, think I said this before, this
is my second IKV conference, I’m a newcomer to estate planning after 20
+ years of corporate international stuff. I started working on Wall
Street and up around a lot of smart people. Though they may not seem
like it these days. I have lived over seas and work in
multi-international corporations. And you guys you now can hold a candle
to the best of them. I’m just so honored to be part of this group now-
just learning from you all thank you." Scott Squillace, Esq. Boston MA
"I would say the same thing and I would say that the more I come here
the more I’m amazed that you continue to find topics that are
interesting and speakers who are phenomenal." David Shoub, Esq. Chicago
IL
"The conference for me this time was an opportunity to be better. I got
some great ideas from you guys on my presentation that I had never
thought about before. So I’m really looking forward to that. I think I
finally ‘get it’ on how I make InKnowVision work for me." Peggy Hoyt,
Attorney, Orlando FL
InKnowVision, LLC is registered with
the National Association of State Boards of Accountancy (NASBA) as a sponsor
of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance
of individual courses for CPE credit Complaints regarding registered
sponsors may be addressed to the National Registry of CPE Sponsors, 150
Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site:
www.nasba.org.
(630) 596-5090
info@inknowvision.com
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