SCHEDULE:

DAY 1 - March 9th, 1:30pm-6:30pm EST

1:30 pm - Platform Setup and Table Networking

2:20 pm - Opening Remarks

2:30 pm - Keynote Speaker, Jeff Mortimer of BNY Mellon Wealth Management

3:40 pm - Panel #1: Preparing for a Deal

4:40 pm - Panel #2: During the Deal

5:40 pm - Closing Remarks, Open Networking Until 6:30.

DAY 2 - March 10th, 1:30pm-6:30pm EST

1:30 pm - Platform Setup and Table Networking

2:00 pm - Opening Remarks

2:10 pm - Panel #3: After the Deal

3:20 pm - Keynote Speaker, Eric Lascelles of RBC

4:30 pm - Wine Tasting Guided by Sommelier Chelsea Bell of Gordon's Fine Wine

5:40 pm - Closing Remarks, Open Networking Until 6:30.

SUCCESS KIT SPONSOR

Dunn Rush & Co

  Centerpoint Advisors, LLC

AFF CPAs

KahnLitwin

Mirus Captial Advisors

Washington Trust

RBC Wealth Management