|
2014 Agenda **Times subject to change** |
| Wednesday, October 1, 2014 |
| 8:30 am– 9:00 am |
Sign-in and Breakfast |
| 9:00 am– 9:30 am |
The Road to Riches • How is having equity in a company the primary way to create a personal fortune? • Broadly speaking, what are the opportunities for financial advisors and other professionals? |
| 9:30 am– 10:30 am |
Retirement Planning
• What are the retirement concerns of successful business owners? • What kinds of retirement plans work best for business owners and their employees? |
| 10:30 am – 10:45 am |
BREAK |
| 10:45 am – 11:45 pm |
Selling the Business • What level of interest do business owners have in selling? • What types of pre-sale planning can enable business owners to maximize the moneys they put in their pockets? |
| 12:00 pm – 1:00 pm |
LUNCH Speaker - Money management firm |
| 1:00 pm – 2:00 pm |
Discretionary Investment Management for Successful Business Owners • What is the role of investment management in financial lives of business owners? • What do financial advisors have to consider when managing a business owner's personal portfolio. |
| 2:00 pm – 3:00 pm |
Sourcing Successful Business Owners • How can a financial advisor maximize revenues working with business owners? • How can financial advisors generate a steady stream of referrals to business owners interested in their services and products? |
| 3:00 pm – 3:30 pm | Closing Comments and Questions |
Copyright © 2014 Charter Financial Publishing Network Inc. All rights reserved.
DIRECTED BY
RUSS ALAN PRINCE is one of the leading authorities within the private wealth industry. He regularly consults to the rich and Super-Rich concerning the mindset and behaviors that translate into extreme personal wealth creation.