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FPA Roundtable Luncheon: Succession Planning
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 Export to Your Calendar 5/2/2018
When: May 2
11:30 AM - 1:00 PM
Where: Map this event »
Maggiano's Northpark Center
205 N Park Center,
Dallas, TX  75225
United States
Contact: Melisa Hall
972-747-0407


Online registration is available until: 5/2/2018
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FPA Roundtable Luncheon: Succession Planning

 

What Happens to Your Business When You are Not There?

 


FPA DFW invites you to a special roundtable event!  This event is limited to 30 attendees and will fill up quickly. Reserve your spot today!

 

Our luncheon will focus on succession planning and related issues.

 

Join us to find out:

  • Are you prepared to leave on your own terms?
  • Is your business worth anything? 
  • If so, how much and how do you monetize it?
  • What happens to your business if you have to leave unexpectedly?
  •  What are your options?

 

The panel will be moderated by Timothy P. Turner, CExP™, EA, AIF®, bizSTEPS (Succession, Transition and Exit Planning Strategies for Business Owners).

 

Discussion will follow a lunch at the roundtable.  Panelists will present their approaches and we will follow with a Q&A period.  Take this opportunity to tap into our panel of experts.

 

Our Guest Panelists

Mike Armondo, CFP® - Market Executive, Merrill Lynch

Scott Brittman, President, Advisor Valuations

Kirsten Petras, Oak Street Funding

 

 

Cost:  $30.00  FPA members / $40 non-Members
Includes buffet lunch.  Online registration is required and space is limited.

 



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