570 Lexington Ave.,16th Floor
New York, New York 10022
646.532.3959 | Ivy.Menchel@LFG.com
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As a business owner, it is critical to know the value of your business. Why??? Most owners typically have a large portion of their net worth tied up in their company. And at some point, every business owner exits their business. So, if you plan to sell your business, at some point, and expect the proceeds to fund the next chapter of your life, then it is important to know if there is enough value in your business to serve that purpose. Plus, the worth of your company will impact your estate planning, as well.

For this session, Steven Nicokiris, Managing Director and audit shareholder of CBIZ/MHM, and I will explore:

• When is the right time to sell?
• Should I sell to a strategic or financial buyer?
• How do I enhance the value of my company?
• Are there professionals I need to guide and support me through the process?
• Who in my company should I tell that the business is for sale?

Join us for ivy's insights – on a bi-weekly basis, we review important topics everyone needs to know. These information-packed sessions address the specific concerns of clients, business owners, professional partners, and prospects. Plus, your questions will be answered live!

Our next session is:

Selling Your Business: How to Maximize the Value

Thurs, Feb 25th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me every other week for Ivy's Insights – where we discuss important topics such as financial preparedness, protecting assets, what every individual, family and business owner needs to know, and more.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3454444-021621


 

Money Talks: Are You Listening?

Moolah, smackers, bucks, dough – whatever you call it, however you refer to it, money is extremely emotional and most everyone has a reaction deep in their gut at the mere mention of the word. It impacts almost every aspect of our lives.

Yet money means different things to different people, and we don't always take adequate note of that. This is where the challenge lies: To some, money is equivalent to security; to others it can mean power; someone else may define it as freedom; to still others, money is a burden.

Bottom line: For a small piece of paper, the dollar undeniably carries a lot of weight!!

Our next session is:

Money Talks: Are You Listening?

Thurs, February 4th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me every other week for Ivy's Insights – where we discuss important topics such as financial preparedness, protecting assets, what every individual, family and business owner needs to know, and more.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3423544-012621


 

If there is anything we have learned the past year, it’s that the unexpected can happen overnight…. And as an unmarried woman, you are feeling relieved that you organized your affairs and took care of your estate plan before the pandemic struck…or have you? Although estate planning is extremely important, it can also be difficult and unpleasant, causing people to put off the task. Whether a business owner, professional, retired or stay-at-home Mom that is widowed, divorced, never married or in a committed relationship, single people have unique estate planning needs, and now is the time to address them.

For this session, Linda Amato, Trust and Estate attorney with Amato Law, will accompany me to discuss why estate planning is critical for women, especially if you are not married, the 5 essential protection documents during lifetime, documentation for legacy planning, and long term care, including the new changes to Medicaid asset preservation planning in 2021.

You’ve worked hard to create a secure and comfortable lifestyle for yourself and your loved ones. Now it’s time to protect those assets with a proper estate plan.

Join us for ivy's insights – on a regular basis, we review important topics everyone needs to know. These information-packed sessions address the specific concerns of clients, business owners, professional partners, and prospects. Plus, your questions will be answered live!

Our next session is:

Smart Single Women: Essential Estate Planning For 2021
With Linda Amato, ESQ

Thurs, January 14th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me every other week for Ivy's Insights – where we discuss important topics such as financial preparedness, protecting assets, what every individual, family and business owner needs to know, and more.

* Linda Amato, Esq is not affiliated with Lincoln Financial Advisors Corp

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3388569-010421


 

No one walks down the aisle on their wedding day, intending to walk down the aisle in the courthouse one day. Nor does anyone have children in order to have a vicious custody battle. However – the truth is that 40 – 50% of all marriages end in divorce, and the half that doesn’t get divorced may spend time seriously considering it.

What does the prospect of divorce mean for you, your family, your finances, and your future? It means you need to be prepared with information to protect yourself. When you’re in the process of getting divorced and cannot reach a settlement – you DO end up in court. And no matter what, you’ll need to be ready and educated, and to surround yourself with seasoned, capable professionals.

In this emotionally charged and possibly adversarial situation, there will be a flurry of thoughts racing through your head. Join me for the next Ivy’s Insights, where we will put your mind at ease. We’ll walk you through everything anyone considering a divorce needs to know. I’ll be joined by *Sandra Radna – Family Law Attorney and author of “You’re Getting Divorced… Now What?” -- a must-read for anyone who’s divorce is being litigated. Sandra will share her wisdom and provide strategies, in case you do end up heading to court.

Join us for Ivy's Insights – on a bi-weekly basis, we review important topics everyone needs to know. These information-packed sessions address the specific concerns of clients, business owners, professional partners, and prospects. Plus, your questions will be answered live!

*Not affiliated with Lincoln Financial Advisors.

Our next session is:

You’re Getting Divorced… Now What?
With Sandra Radna, ESQ

Thurs, December 3rd
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me every other week for Ivy's Insights – where we discuss important topics such as financial preparedness, protecting assets, what every individual, family and business owner needs to know, and more.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3349257-113020


 

Money and Values: The Generational Talk for Every Caring Family

Legacy is not about monetary value of assets… Legacy is about personal perspective and personal values – it is your story and family heritage. We know money is not love… Buying for your kids is not love. Setting them up for success in their life is love. Parents, grandparents, children and heirs agree these money and legacy conversations are important. So where do you start?

For this session, Financial Therapist/Coach, Carrie Rattle and I will explore:

  • Pillars of family legacy
  • Money values vs money behaviors
  • When to start talking about money
  • Setting your heirs up for success
  • Meaningful legacy conversations

Join us for ivy's insights – on a bi-weekly basis, we review important topics everyone needs to know. These information-packed sessions address the specific concerns of clients, business owners, professional partners, and prospects.  Plus, your questions will be answered live!

Our next session is:

Money and Values:
The Generational Talk for Every Caring Family

Thurs, November 19th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me every other week for ivy's insights – where we discuss important topics such as financial preparedness, protecting assets, what every individual, family and business owner needs to know, and more.

*Carrie Rattle is not affiliated with Sagemark Consulting and Lincoln Financial Advisors Corp.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3325035-111020


 

Top Priorities for the Prudent Business Owner in a Changing World

Let’s face it, 2020 has been a challenging year for almost everyone... and though it isn’t over yet, 2021 is just around the corner. The good news is a new year allows for a fresh start. Now is the time for every business owner to review employee and financial strategies and explore priorities so you can position your company to thrive in the long run.

In this week’s session, we will discuss:

  • Creating a culture for employees to feel protected and respected
  • Best fiscal practices for your company and your contributors
  • Ways to show staff you value their personal growth

Modest economic growth is forecasted for 2021. With proper planning and resources, you can create a supportive environment that emphasizes profitability and provides employees the tools they need to succeed.

Join us for Ivy's Insights – on a bi-weekly basis, we review important topics everyone needs to know. These information-packed sessions address the specific concerns of clients, business owners, professional partners, and prospects. Plus, your questions will be answered live!

Our next session is:

Top Priorities for the Prudent Business Owner in a Changing World
Start Your 2021 Planning Now!

Thurs, November 5th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3302891-102720


 

Losing a loved one is devastating whether it was expected or a shock. How do you adjust? Though your world is topsy turvy, you must take care of yourself and push forward. Beyond the emotions, there is a new social status, as well as financial challenges. Together you made decisions, and now they rest on your shoulders.

In this week’s session, we’ll discuss the transition process and the impact of stress as well as the important financial and estate planning considerations... your questions and concerns will be addressed.

Join us for Ivy's Insights – on a bi-weekly basis, we review the important topics every investor needs to know. These information-packed sessions address the specific concerns of clients, business owners, professional partners, and prospects. Plus, we’ll answer your questions live!

Our next session is:

Unexpected Independence:
Transitioning After Losing a Loved One

Thurs, October 22nd
1:15-1:45pm

Pre-registration is required. RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me each week for ivy's insights – where we discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3283669-101420


 

Strategic Incentives: The Psychology of Executive Compensation

Owners of private companies are dealing with a triple-threat regarding strategic incentives:

  • Threat 1: Win the “war for talent” in an ultra-competitive market for leaders.
  • Threat 2: Reward behavior leading to strategic growth and value where all EBITDA is not equal.
  • Threat 3: Design financial incentives that are affordable after taxes.

Incentivizing executives to meet business objectives is a critical factor in designing appropriate, relevant compensation programs. Unfortunately, many of the models are outdated. Maximizing executive motivation and compensation requires the use of multiple perspectives —including economic, social and psychological.

In this seminar, we’ll walk you through how owners can craft better strategic incentives using the power of behavioral economics, the four building blocks of incentives and when each should be used and what is synthetic equity and why is it so powerful – so you can win the hearts and minds of talent and fit the needs of founders and private company investors.

Join me along with my guest Private Wealth Advisor, Mark Bronfman, as we discuss everything you need to know about strategic incentives for executives. Plus, we’ll be taking your questions, live!

Strategic Incentives: The Psychology of Executive Compensation

Thurs, October 8th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me each week for ivy's insights – where we discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more.

Ivy Menchel and Mark Bronfman are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3262733-093020


 

Social Security Planning: Making Meaningful Decisions

You’ve heard friends say, “don’t bank on Social Security Benefits” in retirement, or “you can’t live on what Social Security pays.” Yet, the U.S. Government pays $1 trillion annually in Social Security benefits.1 That translates to a large sum of money you don’t have to pull out of your retirement accounts annually. While you might not be able to live on Social Security alone, your benefit can significantly contribute to your financial security. And you can potentially pass a portion of that benefit on to your spouse or children when you die if you plan correctly. That certainly sounds meaningful! 

During this program, we will review the various types of Social Security assistance, examine when you can apply for Social Security benefits and filing strategies, how to potentially maximize benefits to suit your specific needs, as well as other interesting facts about the system. This session is a must for everyone to find out just how important Social Security planning can be.

Join us for Ivy's Insights – we examine important topics on a bi-weekly basis. These information-packed sessions address specific concerns of clients, business owners, professional partners, and prospects. Plus, your questions will be answered live!

Our next session is:

Social Security Planning: Making Meaningful Decisions

Thurs, September 24th
1:15-1:45pm

Pre-registration is required.

CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information. We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me every other week for Ivy's Insights – where we discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more.
 

1 2019 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds, Table II.B1, https://www.ssa.gov/policy/docs/chartbooks/fast_facts/2019/fast_facts19.html. Accessed September 17, 2020.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3244416-091620


 

Transferring Your Business During These Challenging Times

Owning a business is part of the American Dream. It can bring you personal freedom, fulfillment, and financial independence. But at some point, it may be time to let it go. Be it a planned retirement, the achievement of a financial goal, or just the desire to make a change – you know when it’s time to move on. Then what do you do?

In this seminar, we’ll walk you through the process of what you need to do to transfer or sell your business. We’ll review market conditions and exit options, as well as your own business and personal readiness. And we’ll be sure to cover all those niggling “2AM questions” – so that you can sleep at night.

Join me along with my guest, corporate attorney Sarah Hewitt, ESQ* of Schnader Harrison Segal & Lewis LLP, as we discuss everything you need to know about the business of transferring your business. Plus, we’ll be taking your questions, live!

Transferring Your Business During These Challenging Times

Thurs, August 20th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information. We look forward to seeing you on Thursday!

About Ivy Menchel:
I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me each week for ivy's insights – where we discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more.

*Not affiliated with Lincoln Financial Advisors Corp.


 

Prenuptial Agreements: The 5 W’s and How

Congratulations and lucky you - that special someone has come into your life and you’re tying the knot! There are many “to-do’s” before the “I do’s”… and a prenuptial agreement may be one of them… yes, you read that correctly – As an act of love, you should consider a prenup because they are not only for marriages that end in divorce; they are also for marriages that end because of death. So, what is a prenuptial agreement and who needs one? Where to bring it up and when? Why you need one and how to negotiate a prenup? Don’t miss the Who, What, Where, When, Why and How of Prenups. And for those couples living together (and perhaps have had their wedding postponed in recent months) a co-habitation agreement may be the answer.

Join us for Ivy's Insights – every other week important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more are discussed… These information-packed, 30-minute sessions are presentations on an assortment of meaningful topics. Each program addresses specific concerns of clients, business owners, professional partners, and prospects. You are sure to gain knowledge and leave with ​a sense of financial confidence and a clearer direction. Plus, your questions will be answered live.

Our next session with family law attorney and mediator, Andrea Vacca, ESQ* is:

Prenuptial Agreements:
The 5 W’s and How

Thurs, July 16th
1:15-1:45pm

Pre-registration is required. CLICK HERE to pre-register or RSVP to cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!

*Not affiliated with Lincoln Financial Advisors Corp.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3153442-070720


 

Solo Agers: Creating Your Lifetime Plan

There are millions of adults who age alone either because they are childless or cannot count on the support of children since they are not nearby, or they are unreliable. This group has unique challenges and considerations. Without the help of family, they are at greater risk for isolation, financial exploitation and medication mismanagement. With an appropriate plan in place, they can live a fulfilled life and age with confidence and gain a sense of security.

We are living through an unprecedented time -- and on top of this global crisis, we're all concerned about our finances. I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me for Ivy's Insights -- where each week I will discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more… Plus, I’ll be taking your live questions.

Our second session:

Solo Agers:
Creating Your Lifetime Plan

Thurs, July 2nd
 1:15-1:45pm

Pre-registration is required. CLICK HERE to pre-register or email cynthia.howells@LFG.com.
Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!

*Not affiliated with Lincoln Financial Advisors Corp.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3135236-062220


 

The past few weeks and months have presented new challenges that will shape the way we live and work for the foreseeable future, if not forever. Now is the time all business owners must contemplate “where do we go from here” as they recover, restore and renew. This information packed, 30-minute session will provide strategies to help you rebuild with more forethought. You are sure to gain knowledge and leave with ​a sense of confidence and a clearer direction.

We are living through an unprecedented time — and on top of this global crisis, we're all concerned about our businesses and finances. I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me for Ivy's Insights — where each week I will discuss important topics such as protecting assets, financial preparedness, what every business owner needs to know, and more… Plus, we’ll be taking your live questions.

Our third session with Entrepreneur in Residence at Columbia Business School and Hofstra University, Barbara Roberts* is:

Rebuilding and Reimagining:
Timely Tips for All Business Owners

Thurs, June 18th
1:15-1:45pm

Pre-registration is required. CLICK HERE to register or RSVP to Cynthia.Howells@LFG.com.

Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!

 

*Not affiliated with Lincoln Financial Advisors Corp.

Ivy Menchel is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3119585-060920


 

Announcing our new weekly virtual series: Ivy's Insights

We are living through an unprecedented time — and on top of this global crisis, we're all concerned about our finances. I have spent my career as a wealth advisor, driven by the desire to empower others to gain financial independence. Join me for Ivy's Insights — where each week I will discuss important topics like protecting assets, financial preparedness, what every business owner needs to know, and more. I'll also be taking your questions live.

These information packed, 30-minute sessions will be brief presentations on an assortment of meaningful topics. Each program will address specific concerns of clients, business owners, professional partners, and prospects. You are sure to gain knowledge and leave with ​a sense of financial confidence and a clearer direction.

Our first session is:

Managing Financial Health During Uncertain Times

Thursday, May 21st
1:15-1:45pm

Please RSVP to ivy.menchel@LFG.com or click here to pre-register.

Meeting details will be provided at time of registration.

Feel free to share this with anyone you believe will be interested or benefit from this information.

I look forward to seeing you on Thursdays!