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Episode 09 - Law and Mediation​: ​Wisdom Series Panel Discussion​​

 
 

Resolving Disputes | Networking with Attorneys | Building your Client List

Make sure to check out our latest Wisdom Series episode! This panel includes the expertise of six attorneys, who are also active members of W Source chapters in a variety of locations. How to best resolve disputes with a client or customer? What challenges/rewards come with B2B collaborations? How/where do you meet new clients? These questions and more are explored during our special panel discussion, hosted by W Source Co-Founder, Hannah Buschbom.

Featured Panelists:

Tina Alleguez

Fluent in both Spanish and English, Tina’s versatility is reflected in the significant successes that she has achieved in a wide variety of legal fields, including national and international business transactions, and business litigation, real estate litigation and commercial litigation. Despite a variety of practice areas, in her 32 year career Tina has consistently represented clients with real estate holdings on a national level and has assisted them in reducing their claims, not only by providing risk management advice, but also by drafting their service/lease agreements in such a way as to reduce their exposure.


Eleanor Doermann

Eleanor graduated from Seattle University School of Law following a 25-year career as a healthcare professional. She is the founder and owner of Pathway Law, PC in Tukwila, WA. She is committed to empowering her clients by educating them about their issues and options in terms they can understand. Eleanor practices in the areas of elder law, estate planning, probate, and disability benefits. She has a particular interest in advocating for the legal needs of LGBTQ seniors.


Allison Kierman

After spending more than a decade in "big law," Allison L. Kierman founded Kierman Law, a woman-owned small business focusing on life and estate planning. Allison concentrates her practice on guiding families through the wills, trusts, and estate process and probate litigation.


Nicole Oden

Nicole has a settlement-minded family law practice. As a mediator, collaborative law, and consulting attorney assisting families through legal separation and divorce, paternity, and post-judgment modification proceedings, Nicole believes that alternatives to the traditional court divorce process are both beneficial to families and less costly.

Nicole also works as a legal consultant, helping online freelancers and service providers build their online businesses legally with custom contracts and policies or legal templates that they can customize for their unique businesses.


Amy Refeca

My focus is on helping women protect who they love the most by having an estate plan that speaks to their truth, choices and voice. Many women become the caregivers of those in the generation above, below and all around. Notwithstanding being the caregivers, they haven't been given opportunities to ensure their choices and voices are amplified and educated. My focus is on providing a safe place for women, individually and in committed relationships, to become educated and empowered about estate planning options.


Joslyn B. Stuart

Joslyn is a partner at The Small Business Law Firm, P.C. in Thousand Oaks and specializes in the representation of small business owners. She practices both transactional law and litigation, helping to navigate her small business clients through today’s complex legal world: forming corporations and LLCs, drafting and reviewing of all types of business contracts (including partnership agreements) and litigating all types of business disputes.


Episode 08 - Managing Your Business Finances and Employees: ​Wisdom Series Panel Discussion​​

 
 

Trying to schedule a year-end business planning appointment, but YOUR calendar IS working against you?

Make sure to check out our latest Wisdom Series episode! Our member experts give us their current take on business finances, taxes, employee benefits/payroll, company culture, and interpersonal relationships. All of these play a role in your bottom line and we’re here to help.

Featured Panelists

Lily Tran is the Founder of TaxUSign®, a Washington State firm providing virtual tax help for whatever life throws at you. Lily is licensed by the Internal Revenue Service as an Enrolled Agent (EA), a federal program authorizing her to represent taxpayers before the IRS when it comes to audits, collections, and appeals.

Stephanie Reussner’s primary focus at State Street Insurance is health, dental, vision, life and disability benefits for small business clients. Finding the the most robust, but fiscally responsible plan is her aim. She tends to work with employers with 2 up to 100 employees, with the majority falling around 20 employees.

Hannah Peaslee has risen through the ranks of the finance and business management industries over the years and has brought her insight and experience together through the development of HP & Co. At the outset of her career, you’d find Hannah working with a leading retail bank, where she moved up the ladder to investment banking.

Jenny Ryyppa-Rodriguez — I take pride on being a lifelong learner and I strive to be a true resource for my clients. My clients will not only be educated about payroll process, payroll taxes and Heartland's way of improving their payroll experience, but will also be educated about current HR topics and best practices.


Episode 07 - Exploring the Emotions and Mechanics Behind ​Real Estate Transactions for Buyers, Sellers, and Investors.​

 
 

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Featuring Alison Clay-Duboff

Don't miss Alison’s story-filled W Wisdom Series. This episode is a great resource to forward on to anyone who is considering a real estate transaction, or even other agents who want to build a peer-to-peer connection!


Key Takeaways

Alison best describes her profession via the following, as stated by 1000-watt Consulting.

  • Rationality

  • Emotion

  • Intuition

  • Logic

  • Loss

  • Joy

  • It’s the crockpot of psychic stew that simmers during a transaction.

  • And it requires a skilled hand to handle the heat.

For Buyers

Anything can happen during the inspection process. Alison describes a first-time homebuyer who was doing their final walkthrough, who came to the home they purchased, and it was flooded! Having that steady and experienced hand can help you navigate any dramatic situation as you make a purchase.

Be sure to choose an agent who has excellent relationships and good reputations with other agents in town. Currently, there is such limited inventory for buyers. Listen as Alison describes two techniques, escalation clause and a buyer love letter, to help her clients compete and purchase the home of their dreams!

For Sellers

Your real estate agent should speak your language. Do you want to communicate with your agent via text, email, Zoom, or phone? During an interview with a potential listing agent, be sure that the person you select is up-to-date on the laws and regulations so that you can avoid potential litigation or COVID-19 exposure! Alison warns of the danger of in-home cameras. She shares a funny story of how she found out her sellers didn’t turn their cameras off during a showing… 

Alison warns of the potential pitfalls of dual agency (using the same agent buyer and seller). She also shares how to find the right person to list your home - who may not be the agent with the most For Sale signs in your neighborhood!

For Investors

There are many budget options to buy an income property, not just in your neighborhood or even in the USA. Alison demonstrates her knowledge of some complex strategies, such as the 1031 strategy, Prop 19, or the changing language of real estate transaction forms. Working with her large brokerage, ReMax, she has fantastic resources behind her to help her clients stay up-to-date. 

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Episode 06 - What Happened to My American Dream?

 
 

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Featuring Jennie James

Don't miss Jennie's illuminating and educational WWisdom Series! This episode is a great resource to forward on to anyone who may be struggling financially during this difficult COVID-19 era, or for anyone looking to reset and refresh their understanding of key best practices of managing personal finances.

REVIEW What Happened to My American Dream? Slides


Key Takeaways

Self-Recognition With help from increased education and a supportive community (like The W Source!), you can make a positive change in your life and your finances. Self-Recognition comes from within you, rather than empowerment, which can imply it takes outside validation of change.

Interest You can prepare for the future, especially by starting small and then building consistently, using the power of compound interest. Young people have an advantage: time is on your side.

Debt The four largest debts in the USA total $19 Trillion!

  • Car loans - $1 trillion

  • Credit cards - $1.075 trillion

  • Student loans - $1.6 trillion

  • Mortgages - $15.8 trillion

The average household spends 34.5 cents of every dollar to pay interest on their debt. Understand how each type of debt, and your payments, affect your individual situation - and your credit score! 

And Lastly...

You're not alone, Jennie has been there! Even as a young girl, she was taught that she didn't need to understand complicated math or financial concepts. In fact a teacher once said, "Don't worry your pretty little head. You won't need math when you're doing your grocery list." 

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Episode 05 - Productive Communication w/ Jennifer Oliver Brown

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Featuring Jennifer Oliver Brown

June 18, 2020

Good communication has never been more critical; our current pandemic requires that we show appreciation to our employees, vendors, and clients. In a time where hours, pay, and work opportunities may be limited, conveying value and affirmation to our teams is vital.

Episode 03 - Speaking Up: Your Money Life at Work & at Home

 
 
 

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Sharon Cox is a Money Coach for women. A financial professional for 30 years, Sharon coaches private clients and small groups, leads interactive workshops and books speaking engagements through her business, The Money Dance. At the end of her talk she’ll reveal a brand-new program - Women & Money online groups for women!

In this webinar, Sharon will discuss how speaking up at work can increase your business value (and potentially your compensation) and the profound consequences of your money-talk at home. There will be practical follow-through suggestions including how to tap into the resources you already have in your W Source group.

Episode 02 - How to Use LinkedIn for Your Business

 
 
 

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Think LinkedIn marketing is just another social platform to keep track of? Think again!

Speaker Lindsey Carnett, CEO & President of Marketing Maven, made her first $100,000+ off this platform in 2009 and hasn’t stopped since. In this webinar, she will teach you how to monetize your LinkedIn marketing efforts.

For optimal success, bring your LinkedIn username, password and a JPEG of your most up-to-date headshot to this workshop-style webinar so you can reach an All-Star profile status on LinkedIn.

 

Episode 01 - Referrals in The W Source

 
 
 
 

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There are proven techniques and systems to connect with your W Source members and generate more ideal referrals. But are you using them?

In our first episode, join us with Lauren LaForge, Sales and Productivity Coach at Southwestern Consulting as she shares with us how you can proactively grow your referral based business and increase your income - starting with your W Source group!