May 18th 2023 Educational Panel DiscussionTOPIC: Empower Yourself as an Entrepreneur. Challenge what you think you know about Retirement Income Guest speakers: Alex Murguía, PhD Wade D. Pfau, PhD, CFA, RICPTo learn more about RISA, you can click here to...
May 2nd, 2023 PresentationPresented by Steve Sullivan Topic: Shark Tank: Business Transition Council Edition
April 4th, 2023 PresentationSpeaker: Frank Warren Topic: The Missing Piece: Long-Term Care and Business Exit Planning
March 7th, 2023 PresentationSpeaker: Jodi Perez Topic: The Art of Collaboration
February 7th, 2023 PresentationSpeaker: Kendall Rawls Topic: Succession Planning - Creating a Winning Game Plan
January 19th 2022 Educational Panel DiscussionTOPIC: ACTION STEPS FOR THE NEXT 180 DAYS. Guest speakers: Peter Jordan, CPA, CGMA - CFO at RCH Capital, LLC Denise Clemence, CCIM - SBA Loan Specialist
January 3rd, 2023 PresentationSpeaker: Brook Borup Topic: How to Take Advantage of Your Membership
December 6th, 2022 PresentationSpeaker: Oscar Vives Ortiz Topic: Reality of Succession and Transition Planning
November 1st, 2022 PresentationSpeaker: Kelly Crandall Topic: Six Sales Trends That Should be on Your Radar
October 4th, 2022 PresentationSpeaker: Nataliya Kalava Topic: Industry Insights & Value Trends
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