Sept 5th, 2023 PresentationPresented by Kerry Borosh Topic: What Advisors Need to Know About Changes in SBA
BTC Sept 5th 2023 Presentation
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BTC Aug 1st 2023 Presentation
Aug 1st, 2023 PresentationPresented by Susan Brody Topic: IMPACTING GENERATIONS: How to Create a Meaningful Personal and Professional Legacy
BTC June 6th 2023 Presentation
June 6th, 2023 PresentationPresented by Matt Chancey Topic: Applied Tax Strategy
BTC May 18th 2023 Educational Panel Discussion
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...
BTC May 2nd 2023 Presentation
May 2nd, 2023 PresentationPresented by Steve Sullivan Topic: Shark Tank: Business Transition Council Edition
BTC April 4th 2023 Presentation
April 4th, 2023 PresentationSpeaker: Frank Warren Topic: The Missing Piece: Long-Term Care and Business Exit Planning
BTC March 7th 2023 Presentation
March 7th, 2023 PresentationSpeaker: Jodi Perez Topic: The Art of Collaboration
BTC February 7th 2023 Presentation
February 7th, 2023 PresentationSpeaker: Kendall Rawls Topic: Succession Planning - Creating a Winning Game Plan
BTC January 19th 2023 Educational Panel Discussion
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
BTC January 3rd 2023 Presentation
January 3rd, 2023 PresentationSpeaker: Brook Borup Topic: How to Take Advantage of Your Membership
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