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


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