Return on Initiative

www.returnoninitiative.com
We specialize in promoting the practices of business attorneys.

Proper estate planning better supports the current and future financial possibilities for you and your family, allows you to transfer your assets according to your wishes, and can help reduce unnecessary taxes and expenses.

We are committed to working with you and your family to help determine your long-term personal financial goals and plan accordingly.

For more information on this and other sophisticated planning techniques or to schedule a discussion, email:
Shane M. Johnson, CLU®, ChFC®, RICP®, Senior Partner. [email protected]

Join the Philadelphia Estate Planning Council for our third annual Pickleball Outing! This year, we will be hosting the event at Pickle Place in Plymouth Meeting with all indoor courts. Thursday, August 13, 2026,
1:30 PM - 7:00 PM

The outing will include a 60 minute clinic with a pro, followed by a round robin tournament. Immediately following the Pickleball Outing, participants will enjoy a casual reception with a taco bar, beer and wine.

Picklers are welcome to bring their own paddles. If you do not have your own, paddles will be provided by Pickle Place. Changing facilities are also available for those who need it.

Follow link for registration:
https://lnkd.in/eNyFGB7k

Attention Association of Corporate Counsel - Western PA chapter members:
Are you interested in sharing and learning how AI resources, such as CoPilot and Claude, can improve and enhance the legal services that we provide to our business and operations leaders?

To help accelerate the AI learning curve, we are hosting a series of AI roundtables to share and exchange knowledge on how best to use and leverage the AI tools that are available to you. During these sessions we will share information on how in-house counsel are using AI tools, prompt engineering tips, when and how to create an agent, and use cases.
The AI roundtables are open only to ACC Western PA Chapter members. The roundtables will be in person and are limited to 20 participants. CLE is not offered for this session.

Event Schedule
Lunch - 11:45 a.m. to 12:00 p.m.
A light lunch will be provided.
Roundtable - 12:00 p.m. - 1:00 p.m.

ACC Members follow link for registration:
https://lnkd.in/ePmNfaZM

Please join Epstein Becker Green and ACC Chicago - Association of Corporate Counsel for a timely discussion:
Managing Wage and Hour Risks to Avoid Being the Target of the Next Class Action (Oak Brook location).
July 28, 2026, 11:00 AM-1:00 PM
Gibsons Steakhouse, 2105 Spring Road, Oak Brook, IL 60523.

In this session, you will learn about the current litigation environment for wage and hour claims: what claims the plaintiffs’ bar are looking for, how they build their case, the impact of artificial intelligence, and what you can do today to protect your business and leverage your data.

Partners Paul DeCamp and Kathleen Barrett, who in 2024 persuaded the Fifth Circuit to invalidate a Department of Labor regulation, will address the latest in the standards courts apply when considering FLSA collective actions, the evolving law of personal jurisdiction for nationwide FLSA cases, and the emergence of arbitration agreements as an important risk mitigation measure. They will also cover federal wage and hour enforcement priorities in the second Trump administration.

Follow link for registration:
https://lnkd.in/eDwjy5nM

https://www.playnotesmusic.com/
We are dedicated to fostering growth, support, and empowerment through the transformative power of music.

https://lnkd.in/dSfrqW9
Rollingstone Construction and Facility Service is the right fit for any project. Our practice not only encompasses all aspects of building such as turnkey design building services, demolition and construction management, but also incorporates proficient customer services and skilled administration making our team the perfect match to suit any needs.

https://www.resilientenvironmental.com
Our professionals are here to provide the environmental testing services you need to ensure the safety of your home.

Given the current competitive business environment, we believe that an executive benefits program is essential in recruiting top tier talent who will contribute to your company's growth and profitability. A well-designed and implemented executive benefits program provides incentives that help attract new executives and retain talent over time. We design, implement, and administer executive benefit plans that help enable you to selectively reward key employees and top executives of your business.

For more information on this and other sophisticated planning techniques or to schedule a discussion, email:
Shane M. Johnson, CLU®, ChFC®, RICP®, Senior Partner. [email protected]

Save the date! Thursday, October 01, 2026, 2:00 PM - 3:30 PM.

Join us for the Philadelphia Estate Planning Council’s Coffee Break Networking Event on October 1st from 2:00 to 3:30PM at Glenmede’s in-house coffee bar! Take a break, enjoy a cup of coffee, and connect with professionals in the estate planning community. This informal yet engaging event provides the perfect opportunity for a mid-afternoon re-energization before heading back to the office to finish your day!

Follow link for registration:
https://lnkd.in/gXDxUtaJ