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.