PART 2 – A DEEPER DIVE - HOW TO HANDLE STRESSFUL MATTERS IN AN ETHICAL WAY Srikumar S. Rao, Ph.D. [email protected] Alan S. Gassman, J.D., LL.M. [email protected].

PART 2 – A DEEPER DIVE - HOW TO HANDLE STRESSFUL MATTERS

IN AN ETHICAL WAY

Srikumar S. Rao, [email protected]

Alan S. Gassman, J.D., [email protected]

Tuesday, April 21, 2015 | 12:30 p.m.

This webinar qualifies for 1 hour of Continuing Legal

Education from The Florida Bar

Course Number 1500853N

2

UPCOMING FREE WEBINARS

3

May 19, 2015 | 12:30 p.m. (30 Minutes)Arbitrating Trusts and Estates Disputes

Speakers: Alan Gassman and Juan Antunez

June 9, 2015 | 12:30 p.m. (30 Minutes)What Is So Special About South Dakota? – Domestic Asset Protection Trust Law and Practices

Speakers: Alan Gassman and Alice Rokahr

To register for any of the webinars please email [email protected]

BLOOMBERG BNA TAX & ACCOUNTING

WEBINARSApril 27, 2015 | 2:00 p.m. (90 Minutes)Mathematicsland for Estate Planners – Over 30 Interactive Spreadsheets and Explanatory Tools That you Need to Know How to Use for Your Clients

Speakers: Jerry Hesch, Alan Gassman, Ken Crotty and Chris Denicolo

May 12, 2015 | 2:00 p.m. (90 Minutes)The Tax Advisors Guide to Permanent Life Insurance and Structuring Tools and Techniques

Speakers: Alan Gassman, Barry Flagg and Jerry Hesch

June 10, 2015 | 2:00 p.m. (90 Minutes)Estate and Trust Planning with IRA and Qualified Plan Benefits: An Understandable System with Charts and Easy to Understand Materials – Including a 300 Page E-Book for Each Attendee

Speakers: Alan Gassman, Jerome Hesch, Christopher Denicolo, Edwin Morrow, III and Brandon Ketron

June 23, 2015 | 12:00 p.m. (90 Minutes)The Fundamentals of Tax Planning for Real Estate Transactions and Investors – A Practical Guide for Real Estate and Tax Advisors and Their Clients

Speakers: Alan Gassman, Jerry Hesch, Christopher Denicolo and Stephen Breitstone

To register for any of the webinars please email [email protected]

4

Dr. Srikumar Rao has helped thousands of executives and entrepreneurs all over the world discover deep meaning. His methods have enabled them to achieve quantum leaps in effectiveness. Graduates of his workshops have become more creative and more inspiring leaders. Above all they have developed an inner serenity, born of the knowledge that they will be able to appropriately handle whatever comes their way be it a small wave or a tsunami. They become resilient and bounce back nonchalantly from reverses that would floor most peers. He received his Ph.D. in Marketing from the Graduate School of Business, Columbia University. He has a degree in Physics from St. Stephen's College, Delhi University and an MBA from the Indian Institute of Management, Ahmedabad.

Dr. Rao conceived the innovative course Creativity and Personal Mastery. Students found it so overwhelmingly powerful that it remains the only business school course in the world to have its own alumni association. Dr. Rao’s work has been extensively covered in the media including the New York Times, the Wall Street Journal, the London Times, the Independent, Time, the Financial Times, Fortune, the Guardian, Forbes, Business Week and dozens of other publications. These articles, interviews and other details about his work are at www.theraoinstitute.com.

He has done pioneering work in motivation and helps senior executives and entrepreneurs become more engaged in work and discover their inner purpose as they go about their tasks. He also works with teams and groups and has been extraordinarily successful in using group dynamics to foster lasting personal change. Many who have been through his program experience exponential jumps in personal and professional productivity.

Dr. Rao is the author of "Are You Ready to Succeed: Unconventional Strategies for Achieving Personal Mastery in Business and Life", Hyperion, 2006. The book is an international bestseller and has been translated into many languages and distributed in all continents. His latest book "Happiness at Work: Be Resilient, Motivated and Successful - No Matter What", McGraw Hill, 2010, is also a business bestseller and has been translated into more than a dozen languages.  He is also the creator and narrator of The Personal Mastery Program audio course.

He is a powerful speaker and his talks are hosted on many sites including TED.com and Thinkers 50 Interview. He has conducted workshops for and spoken before executives of Microsoft, Google, Merrill Lynch, McDonald’s, Chubb, IBM, United Airlines, Allstate, Johnson & Johnson and dozens of other companies.

He has been a contributing editor for Forbes and writes regularly on management practices, leadership and personal mastery for Inc.com and CEO.com. He is a member of the American Society of Journalists and Authors. Dr. Rao was an executive with Warner Communications, Continental Group, Data Resources and McGraw-Hill and has consulted with such companies as RCA, Reuters, Citicorp, GTE, Pan Am and Diner’s Club. He has been a seminar leader with the Institute for Management Studies and the American Management Association. He is an expert on marketing strategy and has taught in the corporate programs of companies such as Verizon, Northrop-Grumman, Symbol Technologies and General Instruments as well as in the executive programs of London Business School, Columbia Business School and the Haas School of Business at the University of California at Berkeley.

Dr. Rao has taught at Columbia Business School, London Business School, the Kellogg School of Management at Northwestern University and the Haas School of Management at the University of California at Berkeley. He has served as a marketing advisor to the national board of MENSA. His other interests include tennis, squash, karate, table tennis and chess; Eastern philosophy and meditation; and Wodehouse, science fiction and creative writing.

5

6

Creativity and Personal Mastery

May 2015 New York Session

7

Module #1: Friday, May 15 – Sunday, May17, 2015Module #2: Friday, June 19 – Sunday, June 21, 2015Module #3: Friday, July 17 – Sunday, July 19, 2015

Reserve date: Friday, July 24 – Sunday, July 26, 2015

If you are interested in attending this course please email Janelle Light at [email protected]

with the subject “SPECIAL OFFER” for more information.

Part 1 of this webinar is available on Youtube.com

Please visit the following link to watch Part 1 of the webinar:

https://www.youtube.com/watch?v=CVro7atJ_e4&feature=youtu.be

8

REVIEW OF PRIOR TOPICS

• We have no control over the outcome, only the illusion of control

• We only have control over our actions

• Invest in the process, not the outcome

9

FOCUS ON THE PROCESS

GOOD THING, BAD THING – WHO KNOWS!

• Remember a time when something seemingly bad happened but that opened the door for something good to happen. Was it then truly a bad thing?

FEED THE DOG, NOT THE WOLF

EINSTEIN’S POSITIVE UNIVERSE

EINSTEIN’S POSITIVE UNIVERSELet me take you to someone who is one of the greatest known scientists of the world. The person I am referring to is someone you have all heard of. His name is Albert Einstein.

Albert Einstein is revered as a genius, but when we revere him as a genius, we are primarily thinking about his scientific accomplishments. Einstein was the person who gave us first the special theory of relativity, then the general theory of relativity. He was the person who discovered the photo-electric effect for which, in fact, he received the Nobel Prize, and there are numerous other things he did; his scientific accomplishments are legendary.

What few people know is that Einstein was also a philosopher who had a pretty deep understanding of the universe and the way it operates. One of the observations he made is something which is immensely relevant. I found it extraordinarily helpful in my life; it has been extraordinarily helpful in the lives of many thousands of people who have taken my programs and my workshops, and, if you think about it, it will be enormously helpful to you personally.

What Einstein said is that the most important decision you are ever going to make is, “Is the universe friendly?” Let me repeat that – the most important decision you are ever going to make is, “Is the universe friendly?”

Now we all know people who believe that the universe is unfriendly. They believe the sole purpose of the universe is to frustrate you when you are trying to accomplish something. These are the people who believe that the universe knows when you are running late and will arrange for a massive traffic jam exactly when you are running late. We all know people like that. Fortunately, they are few in number. The vast majority of us believe that the universe is indifferent to us. “Here I am doing my thing, and there is the universe doing its thing, and sometimes we seem to collaborate, and sometimes we work across purposes, but eventually, I am me, and the universe is the universe, and the universe does not know about me and does not care about me,” and that is the world the vast majority of us live in.

We all know what we experience in this world. We experience stress, and we experience frustration; some of the time things go so serendipitously well, and we are elated, but much of the time, we are not. But let’s turn the thing around. What if the universe was friendly? Friends do not shaft friends, do they? No, of course not. So if the universe was friendly, would it ever do anything to harm you? Of course not. But then why does the universe do things that you look at it and say, “Hey, this is terrible”?

Well, is it possible, is it just barely possible, that you do not have a sufficient understanding of what forces are in play?

10

EINSTEIN’S POSITIVE UNIVERSE (Continued)

Imagine you are a small child; you are an infant or a baby. What a baby would like is a tub of ice cream, but what would a wise parent provide? Fruits and vegetables. The baby does not want fruits and vegetables. When presented with fruits and vegetables, the baby is happy to label it – “This is bad” – and it is only much later, at a deeper level of understanding and maturity, which the child can say, “Boy am I glad I did not get a tub of ice cream, and I got fruits and vegetables back then.”

What if it is exactly like that in your life? Something happens, and you are about to label it “bad.” That is what the universe gave you, but maybe it isn’t. Maybe that is exactly what you needed. So if that is exactly what you needed, you stop bemoaning the fact that this “bad” thing happened and start thinking about what are the ways in which it can be good? It is an expansion of the Good Thing, Bad Thing parable I have shared before.

So if the universe is friendly, then no matter what you are confronting, it is exactly what you need for your personal growth at this instant.

So here is something for you to think about. Regardless of whether or not the universe is friendly, if you believe that the universe is friendly, your life will be immeasurably improved.

People have no problem in accepting it. They can readily know that – regardless of whether or not the universe is friendly – if you have a deep belief that the universe is, in fact, friendly…then life will improve. The problem is that just because you have an intellectual understanding that a particular model is better than the one you are using, it does not necessarily mean that you can adopt the model. So what can you do to believe that that universe is friendly?

11

QUESTIONS:1. How do you explain a positive universe to someone who just lost their child

and spouse in an auto accident?

2. How do you explain a positive universe to the person who killed these people, and has to go to jail for 20 years because they had 2 drinks before getting on the road and having them pull out in front of them causing the crash?

3. What is with all the negative mental chatter that causes someone to work terribly long hours and make a lot more money than needed? How is this ever overcome?

4. So often mistakes are made because we bring in more work than we can do, because either we can't say no, or we aren't sure we will have enough later and then from lack of confidence over commit and then things get screwed up and staff can't handle what we have signed up for.

5. How do you say no to someone who asks for something and you really want to say yes, but often you say yes and then can't do what you have promised?

6. What does your program do that is different than reading your books and watching your you tube videos?

12

QUESTIONS:7. How does meditation work? It seems like taking a nap. What am I missing?

8. What do you say to a 30 year old lawyer with $150,000 in debt and no job, and possibly will make $45,000 doing whatever work can be found on the internet with a virtual office and no one to show him or her how or what to do?

9. What is the biggest surprise that people who take your program find out about despite having read your books and trying to follow your steps to progression?

10. What is the biggest mistake that people who take your program find out about despite having read your books and trying to follow your steps to progression?

11. What is the hardest question you are ever asked?

12. How do you deal with a person who is toxic, has hurt you with lies, and can't be trusted, who you have to see and deal with in office, cocktail parties, community board and other settings?

13. Can you make my mother-in-law disappear?

13

Register here: www.theraoinstitute.com

Articles you can access immediately:

•The New Networking•The Shape of Leadership to Come•Stop! Think! Live!•Passion and Purpose•Unhappy at work?•What's better than Positive Thinking?

14

As human beings we are torn. We want more stuff, better relationships, richer experiences and to be known and appreciated and applauded. Our insecurities are legion and they hound us into frenetic activity as we try to quiet the shrieking, howling feverish monkey of our mind.

But we also know that we are spiritual beings having a human experience and the drama of our existence with all its Sturm and Drang is merely a ripple on the pond of life.

If you wonder how to use all that happens to you as a tool, a mechanism that you can use to work on yourself, then register to join the community.

Your contact details will NOT be shared. You will NOT be bombarded with emails. You will NOT be deluged with messages asking you to buy stuff.

You WILL receive resources that will help you lead a life of immense productivity and incredible joy. Resources that will help you experience your life in richer ways that you could never have imagined.

FREE ACCESS

In all professional functions a lawyer should be competent, prompt, and diligent. A lawyer should maintain communication with a client concerning the representation. A lawyer should keep in confidence information relating to representation of a client except so far as disclosure is required or permitted by the Rules of Professional Conduct or by law.

As a public citizen, a lawyer should seek improvement of the law, access to the legal system, the administration of justice, and the quality of service rendered by the legal profession. As a member of a learned profession, a lawyer should cultivate knowledge of the law beyond its use for clients, employ that knowledge in reform of the law, and work to strengthen legal education. In addition, a lawyer should further the public’s understanding of and confidence in the rule of law and the justice system, because legal institutions in a constitutional democracy depend on popular participation and support to maintain their authority. A lawyer should be mindful of deficiencies in the administration of justice and the fact that the poor, and sometimes persons who are not poor, cannot afford adequate legal assistance. Therefore, all lawyers should devote professional time and resources and use civic influence to ensure equal access to our system of justice for all those who because of economic or social barriers cannot afford or secure adequate legal counsel. A lawyer should aid the legal profession in pursuing these objectives and should help the bar regulate itself in the public interest.

15

Many of the lawyer’s professional responsibilities are prescribed in the Rules of Professional Conduct and in substantive and procedural law. A lawyer is also guided by personal conscience and the approbation of professional peers. A lawyer should strive to attain the highest level of skill, to improve the law and the legal profession, and to exemplify the legal profession’s ideals of public service.

A lawyer’s responsibilities as a representative of clients, an officer of the legal system, and a public citizen are usually harmonious. Zealous advocacy is not inconsistent with justice. Moreover, unless violations of law or injury to another or another’s property is involved, preserving client confidences ordinarily serves the public interest because people are more likely to seek legal advice, and thereby heed their legal obligations, when they know their communications will be private.

In the practice of law conflicting responsibilities are often encountered. Difficult ethical problems may arise from a conflict between a lawyer’s responsibility to a client and the lawyer’s own sense of personal honor, including obligations to society and the legal profession. The Rules of Professional Conduct often prescribe terms for resolving such conflicts. Within the framework of these rules, however, many difficult issues of professional discretion can arise. Such issues must be resolved through the exercise of sensitive professional and moral judgment guided by the basic principles underlying the rules. These principles include the lawyer’s obligation to protect and pursue a client’s legitimate interests, within the bounds of the law, while maintaining a professional, courteous, and civil attitude toward all persons involved in the legal system.

16

The rules presuppose a larger legal context shaping the lawyer’s role. That context includes court rules and statutes relating to matters of licensure, laws defining specific obligations of lawyers, and substantive and procedural law in general. Compliance with the rules, as with all law in an open society, depends primarily upon understanding and voluntary compliance, secondarily upon reinforcement by peer and public opinion, and finally, when necessary, upon enforcement through disciplinary proceedings. The rules do not, however, exhaust the moral and ethical considerations that should inform a lawyer, for no worthwhile human activity can be completely defined by legal rules. The rules simply provide a framework for the ethical practice of law. The comments are sometimes used to alert lawyers to their responsibilities under other law.

17

This webinar qualifies for 1 hour of Continuing Legal

Education from The Florida Bar

Course Number 1500853N

18

UPCOMING FREE WEBINARS

19

May 19, 2015 | 12:30 p.m. (30 Minutes)Arbitrating Trusts and Estates Disputes

Speakers: Alan Gassman and Juan Antunez

June 9, 2015 | 12:30 p.m. (30 Minutes)What Is So Special About South Dakota? – Domestic Asset Protection Trust Law and Practices

Speakers: Alan Gassman and Alice Rokahr

To register for any of the webinars please email [email protected]

BLOOMBERG BNA TAX & ACCOUNTING

WEBINARSApril 27, 2015 | 2:00 p.m. (90 Minutes)Mathematicsland for Estate Planners – Over 30 Interactive Spreadsheets and Explanatory Tools That you Need to Know How to Use for Your Clients

Speakers: Jerry Hesch, Alan Gassman, Ken Crotty and Chris Denicolo

May 12, 2015 | 2:00 p.m. (90 Minutes)The Tax Advisors Guide to Permanent Life Insurance and Structuring Tools and Techniques

Speakers: Alan Gassman, Barry Flagg and Jerry Hesch

June 10, 2015 | 2:00 p.m. (90 Minutes)Estate and Trust Planning with IRA and Qualified Plan Benefits: An Understandable System with Charts and Easy to Understand Materials – Including a 300 Page E-Book for Each Attendee

Speakers: Alan Gassman, Jerome Hesch, Christopher Denicolo, Edwin Morrow, III and Brandon Ketron

June 23, 2015 | 12:00 p.m. (90 Minutes)The Fundamentals of Tax Planning for Real Estate Transactions and Investors – A Practical Guide for Real Estate and Tax Advisors and Their Clients

Speakers: Alan Gassman, Jerry Hesch, Christopher Denicolo and Stephen Breitstone

To register for any of the webinars please email [email protected]

20

PART 2 – A DEEPER DIVE - HOW TO HANDLE STRESSFUL MATTERS

IN AN ETHICAL WAY

Srikumar S. Rao, [email protected]

Alan S. Gassman, J.D., [email protected]

Tuesday, April 21, 2015 | 12:30 p.m.