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.

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

Ian has been in the financial advisory industry since 1999, where he joined PaineWebber as a financial advisor. After joining John Hancock in 2001, he worked with HighMark/Nationwide from 2009-2019. Ian graduated from Syracuse University in 1999 with a BS in Economics and a BA in Psychology. He enjoys running and has run nine marathons to date. Ian lives in Concord, CA with his wife and two sons.

Registration begins on July 18, 2023 for Annual Participants