GROWTH. TRANSFER. LEGACY.
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During this meeting, we will have a wide-ranging panel discussion on how professional advisors, and their clients, can prepare for 2019. We will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel that will introduce and debate strategies to prepare a business for the future. Subject matter experts from various professions will be represented on this panel.
This will be a great event for those who attended that January meeting, and also for those who couldn’t make it.
John Weber – Water Street Advisors, LLC
Jim Van Ham - Strategic Financial Group, Inc.
Bob Greisman – RKG consulting group, Inc.
Jim Robbs - Sassetti LLC
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