GROWTH. TRANSFER. LEGACY.
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Join us on September 5th as we continue our discussion of business transactions. We are pivoting to address a topic that has risen to a higher level of interest. What happens to our planned business transition when the market turns into a Bear? Our panel will address action steps we can take now to advise our clients how to be better prepared, moderated by our own Corby!
Walter H. Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA - grf CPAs & Advisors, Bio
Christopher Ragheb, Senior Vice President & Commercial Banking Market Manager - City National Bank, Bio
Sarah Cato, CFP®, CExP®, ChFC®,CLU®, RICP®- Director - Business Strategies Group, Bio
Make sure to register now for our October 3rd professional development meeting at The Tower Club!
IMPORTANT NOTICE: PLEASE TAKE NOTE OF THE CHANGE OF DATES FOR OUR MONTHLY EVENTS. FOR 2019, WE ARE GENERALLY MEETING THE FIRST THURSDAY OF EACH MONTH (EXCEPT JUNE AND JULY). PLEASE NOTE THE SAVE THE DATE NOTICE EACH OF YOU RECEIVED AT OUR HOLIDAY EVENT, OR WAS SENT TO YOUR EMAIL. MAKE NOTES OF THESE DATES ON YOUR ANNUAL CALENDAR SO YOU DON’T MISS A SINGLE MEETING!!
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