8/8/2023 - Business Owners Insights - Annual Participants

August 8, 2023  (Tuesday) at The Pacific Club - Card Room

Lunch at 11:30 am -- Program at Noon

Topic:  Principal Business Owners Insights

   This program provides insights into the importance of knowing the value of an owner's business, prepare the business owners for each phase of the business cycle and explains how clients and advisors can benefit.  Be an integral part of the strategy discussions to sell or transition their company.  Exit planning, succession, and business valuations will be addressed.

Wetherell Principal     

Speaker:  Ian B. Wetherell, CRPC, AIFA -- Senior Director - Wealth Advisory | Principal Asset Management

Registration begins on July 18, 2023 for Annual Participants

Event Properties

Event Date 08-08-2023 11:30am
Event End Date 08-08-2023 1:30pm
Cut off date 08-05-2023
Individual Price Free

We are no longer accepting registration for this event