Todd Timmerman's guest appearances

Todd Timmerman

Gift Biz Unwrapped

The Wealth@Work Show

Dorie Clark

Nicole Walters

Kevin Jordan

Jason Treu

Julie Berninger

John Lee Dumas

Susan RoAne

Viveka von Rosen

Kate Ahl

Natalie Eckdahl

Josh Elledge

Carol Cox

Elizabeth Benton

David Griffin

Steve Dotto

OwlTail

In this episode of OUTCOMES, Ross talks with Todd Timmerman, Managing Director of Retirement Plan Analytics. What do small and large plans share when it comes to advisors needing to ensure they do things right? How can advisors effectively deliver to a plan, regardless of size? What is the main obstacle advisors face regarding Pooled plans? With fees going down and advisor responsibilities going up, why should advisors want to be in the 401(k) plan business? Hear Todd’s take on financial wellness in our industry and what he sees as the most exciting opportunities in the industry today.  Connect With A2X Social:-- Facebook-- LinkedIn-- Instagram-- TwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

<p>In this episode of OUTCOMES, Ross talks with <a href="https://www.linkedin.com/in/todd-timmerman-cfs%C2%AE-aif%C2%AE-cebs%C2%AE-35820314/" rel="nofollow" target="_blank">Todd Timmerman</a>, Managing Director of <a href="https://www.linkedin.com/company/rpafinancial/" rel="nofollow" target="_blank">Retirement Plan Analytics</a>. <br/><br/>What do small and large plans share when it comes to advisors needing to ensure they do things right? How can advisors effectively deliver to a plan, regardless of size? What is the main obstacle advisors face regarding Pooled plans? With fees going down and advisor responsibilities going up, why should advisors want to be in the 401(k) plan business? <br/><br/>Hear Todd’s take on financial wellness in our industry and what he sees as the most exciting opportunities in the industry today.  <br/><br/>Connect With A2X Social:<br/>-- <a href="https://www.facebook.com/Advisor2Xpage​​​" rel="nofollow" target="_blank">Facebook</a><br/>-- <a href="https://www.linkedin.com/company/advisor2x" rel="nofollow" target="_blank">LinkedIn</a><br/>-- <a href="https://www.instagram.com/advisor2x​​​" rel="nofollow" target="_blank">Instagram</a><br/>-- <a href="https://twitter.com/Advisor2x​​​" rel="nofollow" target="_blank">Twitter</a><br/><br/><a href="https://www.advisor2x.com​​​" rel="nofollow" target="_blank">Learn More About Advisor2X<br/></a><br/>©Advisor2X. All Rights Reserved.</p>

Interview with Todd Timmerman: Obstacles & Opportunities For Advisors Today

Todd Timmerman is a business lawyer specializing in intellectual property protection.His practice spans a wide range of intellectual property and technology-related litigation and transactional matters.Todd assists clients in crafting sound intellectual property protection and enforcement strategies. This secures and maximizes the value of their critical intellectual property assets. He also handles trademark and copyright registration matters as well as licensing, transfer, and other business transactions.Todd co-chairs the firm’s Intellectual Property Law Practice Group. He is AV® Peer Review Rated by Martindale-Hubbell and certified as an Intellectual Property Law Specialist by the Florida Bar Board of Legal Specialization and Education. Certification is the highest level of recognition by The Florida Bar of the competency and experience of attorneys in the area of Intellectual Property Law. Todd has been recognized by Best Lawyers, Florida Super Lawyers, Florida Legal Elite, and was named by Best Lawyers as “Tampa Litigation – Intellectual Property Law Lawyer of the Year” in 2017.Todd’s StoryHow Todd started and became interested in law. [2:40]DefinitionsWhat is a trademark? [4:30]What is a patent? [5:14]What are trade secrets? [5:58]What is a copyright? [6:49]Business Building InsightsHow to protect yourself with employees and trade secrets. [9:21]Understand when your copyright protection begins. [10:01]Should you file for a formal copyright? [11:55]Protecting your company name. [15:18]Selecting your company name. [17:34]Next steps as a new business. [20:30]How to find a lawyer. [25:08]Understanding the significance of your intellectual property. [25:52]Productivity/Lifestyle ToolQ&amp;A Desk Reference Sheet [28:19]Recommended Reading and Listening Contact LinksWebsite LinkedIn If you found value in this podcast, make sure to subscribe and leave a review in Apple Podcasts or Google Podcasts. That helps us spread the word to more makers just like you. Thanks! Sue

Todd Timmerman is a business lawyer specializing in intellectual property protection.<br><br>His practice spans a wide range of intellectual property and technology-related litigation and transactional matters.<br><br>Todd assists clients in crafting sound intellectual property protection and enforcement strategies. This secures and maximizes the value of their critical intellectual property assets. He also handles trademark and copyright registration matters as well as licensing, transfer, and other business transactions.<br><br>Todd co-chairs the firm’s Intellectual Property Law Practice Group. He is AV® Peer Review Rated by Martindale-Hubbell and certified as an Intellectual Property Law Specialist by the Florida Bar Board of Legal Specialization and Education. Certification is the highest level of recognition by The Florida Bar of the competency and experience of attorneys in the area of Intellectual Property Law. Todd has been recognized by Best Lawyers, Florida Super Lawyers, Florida Legal Elite, and was named by Best Lawyers as “Tampa Litigation – Intellectual Property Law Lawyer of the Year” in 2017.<br><h2>Todd’s Story</h2>How Todd started and became interested in law. [2:40]<br><h2>Definitions</h2>What is a trademark? [4:30]<br><br>What is a patent? [5:14]<br><br>What are trade secrets? [5:58]<br><br>What is a copyright? [6:49]<br><h2>Business Building Insights</h2>How to protect yourself with employees and trade secrets. [9:21]<br><br>Understand when your copyright protection begins. [10:01]<br><br>Should you file for a formal copyright? [11:55]<br><br>Protecting your company name. [15:18]<br><br>Selecting your company name. [17:34]<br><br>Next steps as a new business. [20:30]<br><br>How to find a lawyer. [25:08]<br><br>Understanding the significance of your intellectual property. [25:52]<br><h2>Productivity/Lifestyle Tool</h2>Q&amp;A Desk Reference Sheet [28:19]<br><h2>Recommended Reading and Listening</h2> <a href="http://www.giftbizbook.com" rel="noopener noreferrer nofollow" target="_blank"></a><h2>Contact Links</h2><a href="http://www.slk-law.com/About-Shumaker/Offices/Tampa-FL" rel="noopener noreferrer nofollow" target="_blank">Website</a> <a href="https://www.linkedin.com/in/todd-timmerman-a536822/" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> <h5><em>If you found value in this podcast, make sure to subscribe and leave a review in </em><a href="http://www.giftbizunwrapped.com/ApplePodcasts" rel="noopener noreferrer nofollow" target="_blank"><em>Apple Podcasts</em></a><em> or </em><a href="http://www.giftbizunwrapped.com/GooglePodcasts" rel="noopener noreferrer nofollow" target="_blank"><em>Google Podcasts</em></a><em>. That helps us spread the word to more makers just like you. Thanks! Sue</em></h5>

121 – Should You Trademark, Copyright or Patent with Todd Timmerman of Shumaker, Loop & Kendrick