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Consultants focus on strategy, the big picture, giving your business a global perspective.

Synthesis actually handles the work that results from this strategy!

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Estate Planning On-Demand Webinars Print E-mail

ImageNot often does a webinar send me straight to my attorney, but this one did!

Leslie Corcoran, CFP® explains in plain English the ins/outs of Estate Planning. No matter the size of your 'estate', Leslie walks you through planning for the unforeseen (accident) and inevitable (death). Do it now, before you and your family find yourselves at the mercy of a non-caring trustee appointed by the courts!

 

 

Estate Planning Essentials and Estate Planning - The Process
can be purchased on Leslie's website:
www.familyfirstfp.com

Leslie founded Family First in 1998 after working in the banking field for more than 15 years, where she handled the investment and estate planning needs of individuals and families. As the name of the company implies, family is first to Leslie. Leslie became interested in financial planning when she witnessed the impact that her elderly grandmother’s poor planning had on the family. Leslie has been featured in various news outlets, including Bankrate.com, the Sun Sentinel, the Stuart News and the Palm Beach Post as well as other publications. She is a proud member of the Garrett Planning Network, Inc., an international group of independent financial advisors and planners offering hourly as-needed planning and advice services to anyone, regardless of income.


Barbara Rogoff
About the author:

Barbara Rogoff opened the doors of Synthesis in 1994 with one client and a great idea: give high-touch detailed service with integrity and consistency.  After spending 20+ years in corporate as right-hand to three different CEOs, Barbara learned the importance of organization and keeping a sense of humor!

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ACT! Training

ACT! TrainingDo you have access to the #1 Contact Management Program in America but can't make it sing?

We can! We have used ACT! since its 2nd ACT! version and credit this program with growing our business exponentially over the years.

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Accounting Services

Accounting ServicesKnow where your money is with accurate, concise, readable reports that reflect your specific business categories and requirements.

Allow us to organize a simple yet effective financial system.

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Sales & Marketing Support

Sales & Marketing SupportConsultants are excellent at helping teams coordinate their efforts so everyone in the company is heading in the same direction.

It's the implementation of that strategy - the consistent 'doing-ness' of sales - where Synthesis provides support.

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