Current Events
Important Considerations in the Sale of a Privately Owned Business
Location: The Glowacki Group, LLC
May 16, 2013 11:00am–1:30pm
May 17, 2013 8:00am–10:30am
An increasing number of baby boomer business owners will be evaluating the sale of their business over the next decade. These business owners will no doubt seek the advice and counsel of their CPAs on issues related to the potential sale. This workshop presented by The Glowacki Group and Acquisition Services Group will address four major aspects of the sale of a privately owned business. Attendees will be entitled to two (2) CPE credits.
May 16, 2013 11:00am–1:30pm
May 17, 2013 8:00am–10:30am
An increasing number of baby boomer business owners will be evaluating the sale of their business over the next decade. These business owners will no doubt seek the advice and counsel of their CPAs on issues related to the potential sale. This workshop presented by The Glowacki Group and Acquisition Services Group will address four major aspects of the sale of a privately owned business. Attendees will be entitled to two (2) CPE credits.
Previous Events
Donald Gettinger, Capital Confidant:
Talking to Kids About Money: How parents can help their kids develop a healthy relationship with money Location: Crossroads School
December 11, 2012, 7:00pm–8:30pm
Don will address the uncertainty many parents feel about how and what to teach their children about money:
• How do you empower your children to make tough decisions about money?
• What messages are you giving your children about the meaning of money?
• What kind of money mentoring is most effective?
Don brings a depth of experience as a father teaching values to his 10-year old daughter, as well as years of life-coaching to affluent families, to highlight this profound discussion.
Talking to Kids About Money: How parents can help their kids develop a healthy relationship with money Location: Crossroads School
December 11, 2012, 7:00pm–8:30pm
Don will address the uncertainty many parents feel about how and what to teach their children about money:
• How do you empower your children to make tough decisions about money?
• What messages are you giving your children about the meaning of money?
• What kind of money mentoring is most effective?
Don brings a depth of experience as a father teaching values to his 10-year old daughter, as well as years of life-coaching to affluent families, to highlight this profound discussion.
0-to-60 Million Dollars in Ten Steps: A Case Study in Philanthropic Coaching
by Michael Glowacki and Donald Gettinger, The Glowacki Group, LLC Location: Western Regional Planned Giving Conference
May 31, 2012, 3:45pm–5:00pm
The Glowacki Group is proud to have our own Don Gettinger, J.D., CFP, present this month's topic.
This session will relate the true story of the transformation of reluctant inheritors into happy philanthropists. The traditional way to get donations is to market your charity through your board and events. However, the major dollars are buried in the biographies of your donors, waiting for the right questions to unearth them. That’s the role of a philanthropic coach. We will explain the Capital Confidant Approach, a process used to inspire clients to experience the joy of giving by connecting their life experiences to their legacy, resulting in over $60 million going to charity during their lifetime and beyond.
by Michael Glowacki and Donald Gettinger, The Glowacki Group, LLC Location: Western Regional Planned Giving Conference
May 31, 2012, 3:45pm–5:00pm
The Glowacki Group is proud to have our own Don Gettinger, J.D., CFP, present this month's topic.
This session will relate the true story of the transformation of reluctant inheritors into happy philanthropists. The traditional way to get donations is to market your charity through your board and events. However, the major dollars are buried in the biographies of your donors, waiting for the right questions to unearth them. That’s the role of a philanthropic coach. We will explain the Capital Confidant Approach, a process used to inspire clients to experience the joy of giving by connecting their life experiences to their legacy, resulting in over $60 million going to charity during their lifetime and beyond.
Donald Gettinger, Capital Confidant:
Talking to Kids About Money: How parents can help their kids develop a healthy relationship with money Location: The Glowacki Group, LLC
November 8, 2011, 11:30am–1:30pm
November 9, 2011, 5:30pm–7:30pm
The Glowacki Group is proud to have our own Don Gettinger, J.D., CFP, present this month's topic.
Don addressed the uncertainty many parents feel about how and what to teach their children about money:
• How do you empower your children to make tough decisions about money?
• What messages are you giving your children about the meaning of money?
• What kind of money mentoring is most effective?
Don brings a depth of experience as a father teaching values to his 10-year old daughter, as well as years of life-coaching to affluent families, to highlight this profound discussion.
Talking to Kids About Money: How parents can help their kids develop a healthy relationship with money Location: The Glowacki Group, LLC
November 8, 2011, 11:30am–1:30pm
November 9, 2011, 5:30pm–7:30pm
The Glowacki Group is proud to have our own Don Gettinger, J.D., CFP, present this month's topic.
Don addressed the uncertainty many parents feel about how and what to teach their children about money:
• How do you empower your children to make tough decisions about money?
• What messages are you giving your children about the meaning of money?
• What kind of money mentoring is most effective?
Don brings a depth of experience as a father teaching values to his 10-year old daughter, as well as years of life-coaching to affluent families, to highlight this profound discussion.
Housing Prices and Home Ownership
Location: The Glowacki Group, LLC
October 5, 2011, 11:30am–1:30pm
October 6, 2011, 5:30–7:30pm
The Glowacki Group is proud to welcome Bob Fields, portfolio manager and fixed income specialist at JP Morgan Asset Management. JP Morgan welcomed Bob in April from PIMCO where for 10 years he acted as a product manager and helped create a number of bond and tax efficient funds.
Bob discussed:
• Home Prices - Where are they going?
• Is it a good time to refinance?
• Should you rent, sell, or buy a home now?
October 5, 2011, 11:30am–1:30pm
October 6, 2011, 5:30–7:30pm
The Glowacki Group is proud to welcome Bob Fields, portfolio manager and fixed income specialist at JP Morgan Asset Management. JP Morgan welcomed Bob in April from PIMCO where for 10 years he acted as a product manager and helped create a number of bond and tax efficient funds.
Bob discussed:
• Home Prices - Where are they going?
• Is it a good time to refinance?
• Should you rent, sell, or buy a home now?
Keeping Market Fears in Perspective
Location: Conference Call
August 11, 2011 at 1:15pm
Clients of The Glowacki Group had the privilege of listening to Dr. David Kelly, Chief Market Strategist of J.P. Morgan Funds. On this conference call Dr. Kelly discussed the causes and implications of the recent market turmoil. Both his Market Bulletin and call addressed the budget battle in Washington, downward revisions to U.S. economic data, Standard & Poors' decision to downgrade U.S. Treasuries and the European debt crisis. If you are interested in listening to a replay of this call, J.P. Morgan has made the call available until September 11, 2011. To listen dial: (866) 407-9274, Passcode: 65854.
August 11, 2011 at 1:15pm
Clients of The Glowacki Group had the privilege of listening to Dr. David Kelly, Chief Market Strategist of J.P. Morgan Funds. On this conference call Dr. Kelly discussed the causes and implications of the recent market turmoil. Both his Market Bulletin and call addressed the budget battle in Washington, downward revisions to U.S. economic data, Standard & Poors' decision to downgrade U.S. Treasuries and the European debt crisis. If you are interested in listening to a replay of this call, J.P. Morgan has made the call available until September 11, 2011. To listen dial: (866) 407-9274, Passcode: 65854.
Update on Global Debt and the U.S. Economy
Location: The Glowacki Group, LLC
July 26, 2011, 5:30–7:30pm
July 27, 2011, 11:45am–1:30pm
The Glowacki Group is proud to welcome Haag Sherman, Co-Founder and Managing Director of Salient Partners (parent company of The Endowment Fund). Haag will be presenting an update on the global debt situation and the state of the U.S. economy.
July 26, 2011, 5:30–7:30pm
July 27, 2011, 11:45am–1:30pm
The Glowacki Group is proud to welcome Haag Sherman, Co-Founder and Managing Director of Salient Partners (parent company of The Endowment Fund). Haag will be presenting an update on the global debt situation and the state of the U.S. economy.
Hatteras Venture Capital Co-Investment Fund Update
Location: Webinar
June 22, 2011, 10:00–11:00am
The Glowacki Group was proud to welcome Matthew A. Lesesky, Director of Private Investments, Hatteras Funds. Matthew provided an update on the Hatteras Venture Capital Co-Investment Fund. His presentation included a portfolio summary, strategy, and execution, along with a glimpse into the future of the fund.
June 22, 2011, 10:00–11:00am
The Glowacki Group was proud to welcome Matthew A. Lesesky, Director of Private Investments, Hatteras Funds. Matthew provided an update on the Hatteras Venture Capital Co-Investment Fund. His presentation included a portfolio summary, strategy, and execution, along with a glimpse into the future of the fund.
PinnacleCare Luncheon
Location: The Glowacki Group, LLC
June 16, 2011, 11:30am–1:30pm
We are always on the lookout for services that can enhance your lives, and we feel that PinnacleCare Private Health Advisory has a unique service that may interest you.
Dr. Miles Varn, Chief Medical Officer of PinnacleCare Private Health Advisory will be at our office on June 16th to tell you how their company can connect you to the world's leading physicians, specialists, institutions, advanced treatments, and medical intelligence 24 hours a day.
June 16, 2011, 11:30am–1:30pm
We are always on the lookout for services that can enhance your lives, and we feel that PinnacleCare Private Health Advisory has a unique service that may interest you.
Dr. Miles Varn, Chief Medical Officer of PinnacleCare Private Health Advisory will be at our office on June 16th to tell you how their company can connect you to the world's leading physicians, specialists, institutions, advanced treatments, and medical intelligence 24 hours a day.
United Cerebral Palsy Golf Tournament
Location: Wilshire Country Club
June 13, 2011
The Glowacki Group is a proud sponsor of the United Cerebral Palsy Golf Tournament. Michael Glowacki and his wife Sheryl both sit on the United Cerebral Palsy Board of Directors and have been active volunteers for many years
June 13, 2011
The Glowacki Group is a proud sponsor of the United Cerebral Palsy Golf Tournament. Michael Glowacki and his wife Sheryl both sit on the United Cerebral Palsy Board of Directors and have been active volunteers for many years
Western Regional Planned Giving Conference
Location: Westin South Coast Plaza, Costa Mesa, CA
June 1–3, 2011
The Glowacki Group is a proud sponsor of the Western Regional Planned Giving Conference. At The Glowacki Group we help donors and donees achieve their philanthropic goals.
June 1–3, 2011
The Glowacki Group is a proud sponsor of the Western Regional Planned Giving Conference. At The Glowacki Group we help donors and donees achieve their philanthropic goals.
How to Achieve a Healthy Relationship with Money
Location: The Long Beach Yacht Club
April 14, 2011, 11:30am–1:30pm
Michael Glowacki spoke to 80 attendees at the Long Beach Yacht Club's monthly Ladies Day. During his educational presentation he discussed how each person has a unique relationship with money. His presentation helped each attendee discover a healthy relationship with money.
April 14, 2011, 11:30am–1:30pm
Michael Glowacki spoke to 80 attendees at the Long Beach Yacht Club's monthly Ladies Day. During his educational presentation he discussed how each person has a unique relationship with money. His presentation helped each attendee discover a healthy relationship with money.
Private Briefing on Income Tax Reduction and Estate Elimination
Location: The Ronald Reagan Presidential Foundation
December 2, 2010, 5:30–7:30pm
Michael Glowacki presented to 140 donors on the benefits of advanced estate planning and charitable giving. Michael explained how it's possible to improve your current income, leave a lasting legacy to your heirs and the causes you care about, and keep the IRS away from your money.
December 2, 2010, 5:30–7:30pm
Michael Glowacki presented to 140 donors on the benefits of advanced estate planning and charitable giving. Michael explained how it's possible to improve your current income, leave a lasting legacy to your heirs and the causes you care about, and keep the IRS away from your money.
Talking To Your Kids About Money
Location: Private Family Event
Saturday, November 6, 2010
Michael Glowacki and Don Gettinger presented to 25 members of a high net-worth family. The interactive, educational presentation detailed how you should talk to your kids about money by examining your own relationship with money. In order to talk to your kids about money, you need to first discover what a healthy relationship with money looks like, how money relates to purpose, and how money affects purpose.
Saturday, November 6, 2010
Michael Glowacki and Don Gettinger presented to 25 members of a high net-worth family. The interactive, educational presentation detailed how you should talk to your kids about money by examining your own relationship with money. In order to talk to your kids about money, you need to first discover what a healthy relationship with money looks like, how money relates to purpose, and how money affects purpose.
Important Disclosure Information:
Past performance is not indicative of future results. All presentations are limited to the dissemination of general information pertaining to The Glowacki Group LLC's investment advisory/management services and should not be considered investment advice regarding any specific security or financial sector.
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