Events
Business Wealth Solutions regularly hosts and participates in educational seminars for business owners and their advisors. Join our mailing list to stay informed about upcoming events.
Converting Business Valuation Engagements into Successful Exit and Succession Engagements
Date: Jun. 20, 2012 8:00 am
Place: Consultants Training Institute Annual Conference
Joan will co-present with colleague Tom Griffiths, CPA-ABV, CFP, CEPA, PFS, principal of Spokane-based Griffiths,Dreher & Evans, an accounting and wealth management firm. The session will show how practitioners can convert their business valuation engagements into successful exit planning engagements, adding a logical next step. Exit planning is business valuation taken in a planning context and extended to provide for the financial dreams of the business owner. Learn the framework of successful exit planning engagements. Please visit http://www.thectiblog.com/ to learn more details about the conference.
Marketing - How to Talk to Your Clients About This Critically Important Value Driver
Place: Consultants Training Institute Annual Conference
Joan will co-present with colleague Tom Griffiths, CPA-ABV, CFP, CEPA, PFS, principal of Spokane-based Griffiths,Dreher & Evans, an accounting and wealth management firm. The session will show how practitioners can convert their business valuation engagements into successful exit planning engagements, adding a logical next step. Exit planning is business valuation taken in a planning context and extended to provide for the financial dreams of the business owner. Learn the framework of successful exit planning engagements. Please visit http://www.thectiblog.com/ to learn more details about the conference.
Date: Mar. 8, 2012 11:00 am
Place: Exit Planning Institute Webinar
Joan will interview Ken Stram, marketing expert and principal of 2 Bridge Communications in San Francisco, CA.
What Banks Will Finance
Place: Exit Planning Institute Webinar
Joan will interview Ken Stram, marketing expert and principal of 2 Bridge Communications in San Francisco, CA.
Date: Feb. 9, 2012 11:00 am
Place: Exit Planning Institute Webinar
Joan will interview Gene Blanton, bank financing expert, about what banks will finance in the current economy and what business owners need to do to get their deals done. Gene has special expertise in getting bank financing for veterans.
How to Grow a Service Business
Place: Exit Planning Institute Webinar
Joan will interview Gene Blanton, bank financing expert, about what banks will finance in the current economy and what business owners need to do to get their deals done. Gene has special expertise in getting bank financing for veterans.
Date: Jan. 12, 2012 11:00 am
Place: Exit Planning Institute Webinar
Joan will interview business consultants and authors of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization.
How I Benefited from Exit Planning-Before the Exit
Place: Exit Planning Institute Webinar
Joan will interview business consultants and authors of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization.
Date: Dec. 15, 2011 11:00 am
Place: Webinar
Joan will interview business owner Josh Kelly, President of Fine Design in Portland, Oregon and San Francisco. Josh was surprised at how he and his company have benefited from the exit planning process, even though he is a few years from actually leaving his company. Josh will share his experience in his usual light hearted, comical style, with unbridled honesty. Sponsored by the Exit Planning Institute. Go to www.exit-planning-institute.org to register. It's free!
Exit Planning Practice Management Debunked
Place: Webinar
Joan will interview business owner Josh Kelly, President of Fine Design in Portland, Oregon and San Francisco. Josh was surprised at how he and his company have benefited from the exit planning process, even though he is a few years from actually leaving his company. Josh will share his experience in his usual light hearted, comical style, with unbridled honesty. Sponsored by the Exit Planning Institute. Go to www.exit-planning-institute.org to register. It's free!
Date: Nov. 17, 2011 11:00 am
Place: Webinar
Joan will interview exit planners Tom Griffiths, CPA-ABV, CPA-CVA, CFP, PFS, CEPA,CExP and Jane Johnson, CPA, CMA, CEB about how to run an organized and profitable exit planning practice and how to deliver services with a clear value proposition. Tom is a partner with Griffiths Dreher & Evans, PS in Seattle and Jane is partner with B2BCFO in MA. The webinar is free and is sponsored by the Exit Planning Institute. Register at www.exit-planning-institute.org.
What's in Your Looking Glass
Place: Webinar
Joan will interview exit planners Tom Griffiths, CPA-ABV, CPA-CVA, CFP, PFS, CEPA,CExP and Jane Johnson, CPA, CMA, CEB about how to run an organized and profitable exit planning practice and how to deliver services with a clear value proposition. Tom is a partner with Griffiths Dreher & Evans, PS in Seattle and Jane is partner with B2BCFO in MA. The webinar is free and is sponsored by the Exit Planning Institute. Register at www.exit-planning-institute.org.
Date: Oct. 27, 2011 4:00 pm
Place: Brinker International
Joan will join Karen Hunt, partner with Bell Nunnally & Martin, LLP on a panel discussion about a woman's personal and business equity and what women bring to the table in these challenging times. The panel will be moderated by Rashmi Molhotra, principal of Real Talk. The event is hosted by WBC Southwest and is part of their Mindful Woman Series. Please go to www.wbcsouthwest.org to register. Men are welcome to attend!!
Confessions of a Former Business Owner
Place: Brinker International
Joan will join Karen Hunt, partner with Bell Nunnally & Martin, LLP on a panel discussion about a woman's personal and business equity and what women bring to the table in these challenging times. The panel will be moderated by Rashmi Molhotra, principal of Real Talk. The event is hosted by WBC Southwest and is part of their Mindful Woman Series. Please go to www.wbcsouthwest.org to register. Men are welcome to attend!!
Date: Oct. 13, 2011 11:00 am
Place: Webinar
Joan will interview former business owner Bob Boncosky who grew his $2MM chemical trucking company to $32MM in a few decades. Learn what steps he took to successfully exit his business, what life is like after the sale - and what surprsed him. This is a free webinar sponsored by the Exit Planning Institute. CFPs receive 1 hour CE. Go to www.exit-planning-institute.org to register.
How to Sell the Business to Your Employees
Place: Webinar
Joan will interview former business owner Bob Boncosky who grew his $2MM chemical trucking company to $32MM in a few decades. Learn what steps he took to successfully exit his business, what life is like after the sale - and what surprsed him. This is a free webinar sponsored by the Exit Planning Institute. CFPs receive 1 hour CE. Go to www.exit-planning-institute.org to register.
Date: Sep. 8, 2011 11:00 am
Place: Webinar Sponsored by the Exit Planning Institute
Joan will interview Steve Parrish, JD,CLU,ChFC, RHU, National Advanced Solutions Consultant with The Principal Financial Group
How a Pro Markets and Sells Exit Planning
Place: Webinar Sponsored by the Exit Planning Institute
Joan will interview Steve Parrish, JD,CLU,ChFC, RHU, National Advanced Solutions Consultant with The Principal Financial Group
Date: Aug. 11, 2011 11:00 am
Place: Webinar Sponsored by the Exit Planning Institute
Joan will interview Craig West, CPA, CEPA, Australian member of the Exit Planning Institute about how to engage business owners in exit planning.
How to Address the Value Gap
Place: Webinar Sponsored by the Exit Planning Institute
Joan will interview Craig West, CPA, CEPA, Australian member of the Exit Planning Institute about how to engage business owners in exit planning.
Date: Jun. 16, 2011 11:00 am
Place: Webinar
Joan will interview John Mautner as a part of the "Ask the Experts" webinar series for the Exit Planning Institute. To participate go to www.exit-planning-institute.org to register.
John is the founder of the Cycle of Success Institute, or COSi. It's the first and only business school in the nation that teaches small and mid-sized companies how to rapidly turnaround and rebuild into an emerging industry leader.
Inc. Magazine awarded one of his businesses as an INC. 500 winner and one of America's fastest growing companies. John has become an in-demand and acknowledged specialist in the small business world. He knows what it takes to build a successful high growth company.
The Accountant's Role in Business Exit Planning
Place: Webinar
Joan will interview John Mautner as a part of the "Ask the Experts" webinar series for the Exit Planning Institute. To participate go to www.exit-planning-institute.org to register.
John is the founder of the Cycle of Success Institute, or COSi. It's the first and only business school in the nation that teaches small and mid-sized companies how to rapidly turnaround and rebuild into an emerging industry leader.
Inc. Magazine awarded one of his businesses as an INC. 500 winner and one of America's fastest growing companies. John has become an in-demand and acknowledged specialist in the small business world. He knows what it takes to build a successful high growth company.
Date: Jun. 8, 2011 3:00 pm
Place: 2626 Howell St, Suite 700, Dallas, TX 75204
Joan will introduce the partners at accounting firm Lane, Gorman, Trubitt to business exit planning. She will lead a discussion about how CPAs can provide invaluable assistance to the business owner and the exit planning team of lower mid-market business owners.
The Most Important Business Decision You Will Ever Make
Place: 2626 Howell St, Suite 700, Dallas, TX 75204
Joan will introduce the partners at accounting firm Lane, Gorman, Trubitt to business exit planning. She will lead a discussion about how CPAs can provide invaluable assistance to the business owner and the exit planning team of lower mid-market business owners.
Date: Apr. 13, 2011 1:00 pm
Place: Univ of Texas, Dallas
Joan has been invited to speak once again to students in the School of Business at UT, Dallas. She will share with students the most important business decision they will ever make, the implications for building wealth, achieving the lifestyle they envision, and what happens if they don't learn the basics early on in their careers.
Who May Attend: UT students, business owners, business leaders
The Exit Planning Process- Efficiency is Key
Place: Univ of Texas, Dallas
Joan has been invited to speak once again to students in the School of Business at UT, Dallas. She will share with students the most important business decision they will ever make, the implications for building wealth, achieving the lifestyle they envision, and what happens if they don't learn the basics early on in their careers.
Who May Attend: UT students, business owners, business leaders
Date: Mar. 10, 2011 11:00 am
Place: Webinar Sponsored by the Exit Planning Institute
Joan to interview Sean Hutchinson about how to deliver exit planning services efficiently and profitably.
Who may attend: business advisors. Go to www.exit-planning-institute.org to register.
Management Buy-Outs and ESOPS: Which One and When?
Place: Webinar Sponsored by the Exit Planning Institute
Joan to interview Sean Hutchinson about how to deliver exit planning services efficiently and profitably.
Who may attend: business advisors. Go to www.exit-planning-institute.org to register.
Date: Mar. 3, 2011 7:30 am
Place: Kemple Captial 12001 North Central Expy, Suite 700
Who is invited: Professional advisors (and business owners by invitation)
Joan Ridley, CFP, CEPA, CBI and Sam Torolopoulos, CPA, ASA, ABV will discuss Exit Planning with a special focus on when ESOPS and Management Buy-Outs are a good fit.
How to Increase Your Seller's Take-Away in the New Tax Environment
Place: Kemple Captial 12001 North Central Expy, Suite 700
Who is invited: Professional advisors (and business owners by invitation)
Joan Ridley, CFP, CEPA, CBI and Sam Torolopoulos, CPA, ASA, ABV will discuss Exit Planning with a special focus on when ESOPS and Management Buy-Outs are a good fit.
Date: Jan. 13, 2011 11:00 am
Place: Webinar Sponsored by the Exit Planning Institute
Think because the Bush tax cuts were extended you know all you need to know about how to minimize your seller's taxes when they sell?? Think again. Provisions of the 2010 Small Business Jobs Act and the extension of the Bush tax cuts will surprise you. Joan will interview Monty Walker, CPA, expert tax planner for transitioning business owners. Visit www.exit-planning-institute.org to register.
Univ. of Dayton Business Advisory Council
Place: Webinar Sponsored by the Exit Planning Institute
Think because the Bush tax cuts were extended you know all you need to know about how to minimize your seller's taxes when they sell?? Think again. Provisions of the 2010 Small Business Jobs Act and the extension of the Bush tax cuts will surprise you. Joan will interview Monty Walker, CPA, expert tax planner for transitioning business owners. Visit www.exit-planning-institute.org to register.
Date: Jan. 6, 2011 9:00 am
Place: Univ of Dayton, Dayton, Ohio
Joan will attend the Business Advisory Council conference on April 1-2. The BAC is a group of Univ. of Dayton Alums who come together two times per year in Dayton, Ohio to meet with Dean Matthew Shank, Ph.D. about course offerings in the Graduate School of Business. The Univ. of Dayton Entrepreneurship School, which is part of the Business School, has been ranked by The Princeton Review as one of the top 10 Entrpreneurship schools in the U.S. In 2011, it is ranked #6.
Exit Planning: The M&A Advisor's New Best Friend
Place: Univ of Dayton, Dayton, Ohio
Joan will attend the Business Advisory Council conference on April 1-2. The BAC is a group of Univ. of Dayton Alums who come together two times per year in Dayton, Ohio to meet with Dean Matthew Shank, Ph.D. about course offerings in the Graduate School of Business. The Univ. of Dayton Entrepreneurship School, which is part of the Business School, has been ranked by The Princeton Review as one of the top 10 Entrpreneurship schools in the U.S. In 2011, it is ranked #6.
Date: Oct. 28, 2010 11:00 am
Place: Prestonwood Country Club
Joan to speak at the TABB luncheon about how exit planning can have a profound effect on incresed deal flow and deal size, especially if your prospects engage the exit planner soon enough. Sponsored by EVOS, LLC., Evolutionary Financial Services, Delene Gilbert Presenter.
Joan to interview John Poppe on "Keys to a Successful Management Buy-Out"
Place: Prestonwood Country Club
Joan to speak at the TABB luncheon about how exit planning can have a profound effect on incresed deal flow and deal size, especially if your prospects engage the exit planner soon enough. Sponsored by EVOS, LLC., Evolutionary Financial Services, Delene Gilbert Presenter.
Date: Oct. 14, 2010 11:00 am
Place: Webinar Sponsored by the Exit Planning Institute
Joan will interview John Poppe, Co-Founder of MidCap Advisors. MidCap is an investment banking firm with offices in major cities throughout the U.S. Register by going to www.exit-planning-institute.org. There is no fee to participate.
Joan to attend UD Business Advisory Council meeting
Place: Webinar Sponsored by the Exit Planning Institute
Joan will interview John Poppe, Co-Founder of MidCap Advisors. MidCap is an investment banking firm with offices in major cities throughout the U.S. Register by going to www.exit-planning-institute.org. There is no fee to participate.
Date: Sep. 24, 2010 8:00 am
Place: Univ of Dayton, Dayton Ohio
Joan will attend the Univ. of Dayton Business Advisory Council Sept 24-25 2010. She was appointed to the Advisory Council last May by Matthew Shank, Ph.D., Dean of the School of Business. For the 5th straight year the University of Dayton is ranked one of the top 10 undergraduate entrepreneurship programs in the U.S. by Entrepreneurship magazine and The Princeton Review.
Business Valutation as a Planning Tool
Place: Univ of Dayton, Dayton Ohio
Joan will attend the Univ. of Dayton Business Advisory Council Sept 24-25 2010. She was appointed to the Advisory Council last May by Matthew Shank, Ph.D., Dean of the School of Business. For the 5th straight year the University of Dayton is ranked one of the top 10 undergraduate entrepreneurship programs in the U.S. by Entrepreneurship magazine and The Princeton Review.
Date: Sep. 9, 2010 11:00 am
Place: Webinar Sponsored by the Exit Planning Institute
Joan to interview Jim Bates about business valuations as a dynamic planning tool. Go to www.exit-planning-institute.org to register.
Families in Business: When Emotions Collide With Sound Business Decisions
Place: Webinar Sponsored by the Exit Planning Institute
Joan to interview Jim Bates about business valuations as a dynamic planning tool. Go to www.exit-planning-institute.org to register.
Date: Aug. 12, 2010 11:00 am
Place: Webinar Sponsored by the Exit Planning institute
Joan to interview Jim Olan Hutcheson during a webinar sponsored by the Exit Planning Institute. Free for members and non-members.
Call 847-458-2124 or go to www.exit-planning-institute.org to register.
ESOPs in a Changing Tax Environment
Place: Webinar Sponsored by the Exit Planning institute
Joan to interview Jim Olan Hutcheson during a webinar sponsored by the Exit Planning Institute. Free for members and non-members.
Call 847-458-2124 or go to www.exit-planning-institute.org to register.
Date: Jul. 8, 2010 11:00 am
Place: Webinar
Joan to inerview Sam Torolopoulos, CPA-ABV, ASA during a webinar sponsored by the Exit Planning Institute. Free for members and non-members.
Call 847-458-2124 or go to www.exit-planning-institute.org to register.
FINRA Series 79 Fact & Fiction...Are You Absolutely Positively Sure You Don't Need It or Want It
Place: Webinar
Joan to inerview Sam Torolopoulos, CPA-ABV, ASA during a webinar sponsored by the Exit Planning Institute. Free for members and non-members.
Call 847-458-2124 or go to www.exit-planning-institute.org to register.
Date: Jun. 10, 2010 11:00 am
Place: Webinar
Joan to interview Mike Ertel, expert on securities licensing and the FINRA Series 79 issue. The event is sponsored by the Exit Planning Institute and is free to members and non-members. Go to www.exit-planning-institute.org to register.
Who Wants to be an Exit Planner
Place: Webinar
Joan to interview Mike Ertel, expert on securities licensing and the FINRA Series 79 issue. The event is sponsored by the Exit Planning Institute and is free to members and non-members. Go to www.exit-planning-institute.org to register.
Date: May. 12, 2010 11:00 am
Place: Webinar
Joan and Pete Wheeler, Founder of Family Office Network, an on-line virtual room, will talk about Exit Planning and the necessary tools to manage an exit planning team. On this free 90-minute webinar Joan will discuss how to become an exit planner, what organizations to join, and how to reach out to new and existing clients. She will walk attendees through a real case study. Pete Wheeler will demonstrate how to facilitate management of the exit planning process using FON's on-line virtual room. This webinar is open to professional advisors only. Call 214-692-9192 for more informational.
Ask the Experts-How to Deliver Exit Planning to Lower Mid-Market and Main Street Businesses
Place: Webinar
Joan and Pete Wheeler, Founder of Family Office Network, an on-line virtual room, will talk about Exit Planning and the necessary tools to manage an exit planning team. On this free 90-minute webinar Joan will discuss how to become an exit planner, what organizations to join, and how to reach out to new and existing clients. She will walk attendees through a real case study. Pete Wheeler will demonstrate how to facilitate management of the exit planning process using FON's on-line virtual room. This webinar is open to professional advisors only. Call 214-692-9192 for more informational.
Date: Apr. 22, 2010 11:00 am
Place: Webinar
Joan will interview another veteran exit planner, Tom Griffiths, on the air in a webinar hosted by the Exit Planning Institute. For more information, please call Joan at 214-692-9192. Members of the Institute and Non-Members are welcome. The webinar is free.
Joan to Teach "How to Put Together and Lead the Exit Planning Team".
Place: Webinar
Joan will interview another veteran exit planner, Tom Griffiths, on the air in a webinar hosted by the Exit Planning Institute. For more information, please call Joan at 214-692-9192. Members of the Institute and Non-Members are welcome. The webinar is free.
Date: Mar. 19, 2010 2:00 pm
Place: Suffolk University
Joan will teach the attendees at the Pinacle Equity Solutions' Workshop about "How to Put Together and Lead the Exit Planning Team". During the 2-day workshop, attendees will learn about the basics of Business Exit Planning. Approximately 30 professionals from around the U.S. will attend.
Joan to Teach "Value Enhancement"
Place: Suffolk University
Joan will teach the attendees at the Pinacle Equity Solutions' Workshop about "How to Put Together and Lead the Exit Planning Team". During the 2-day workshop, attendees will learn about the basics of Business Exit Planning. Approximately 30 professionals from around the U.S. will attend.
Date: Mar. 19, 2010 1:00 pm
Place: Suffolk University, Boston
Joan will assist John Leonetti in delivering Pinnacle Equity Solutions' 2-day workshop on exit planning to professional advisors who wish to offer exit planning services to their clients. Joan will teach the Value Enhancement portion of the curriculum.
"True Stories and Lessons Learned on the Exit Trail in Texas"
Place: Suffolk University, Boston
Joan will assist John Leonetti in delivering Pinnacle Equity Solutions' 2-day workshop on exit planning to professional advisors who wish to offer exit planning services to their clients. Joan will teach the Value Enhancement portion of the curriculum.
Date: Mar. 16, 2010 11:00 am
Place: Babson College, Boston
Joan will speak at XPX Boston on March 16th. The topic is "True Stories and Lessons Learned on the Exit Trail in Texas". XPX is a non-profit organization that educates professionals about how to provide exit planning services. Membership is by invitation only and includes professionals involved in the business exit process, such as attorneys, CPAs, financial advisors, business consultants, and mergers and acquisitions professionals.
Free Executive Briefing: "How Technology Can Drive More Dollars to Your Bottom Line"
Place: Babson College, Boston
Joan will speak at XPX Boston on March 16th. The topic is "True Stories and Lessons Learned on the Exit Trail in Texas". XPX is a non-profit organization that educates professionals about how to provide exit planning services. Membership is by invitation only and includes professionals involved in the business exit process, such as attorneys, CPAs, financial advisors, business consultants, and mergers and acquisitions professionals.
Date: Mar. 3, 2010 4:00 pm
Place: 2911 Turtle Creek Blvd., Suite 300, Dallas
Paragon Support CEO, Kevin Collins, and Joan will speak at an Executive Briefing about "How Technology Can Drive More Dollars to Your Bottom Line". Paticipants will have plenty of time to ask questions about technology issues they encounter in their own businesses.
Who Can Attend: Business Owners & their advisors
Who to Contact: Joan at 214-692-9192 or Kevin at 866-711-5884 x 2.
"Getting Financials in Perspective and the Role They Play in Exit Planning"
Place: 2911 Turtle Creek Blvd., Suite 300, Dallas
Paragon Support CEO, Kevin Collins, and Joan will speak at an Executive Briefing about "How Technology Can Drive More Dollars to Your Bottom Line". Paticipants will have plenty of time to ask questions about technology issues they encounter in their own businesses.
Who Can Attend: Business Owners & their advisors
Who to Contact: Joan at 214-692-9192 or Kevin at 866-711-5884 x 2.
Date: Feb. 9, 2010 1:00 pm
Place: University of Texas
Joan will address the UT MBA Finance Class on Feb 9th. The topic is "Getting Financials in Perspective and The Role They Play in Exit Planning"
Exit Planning - The Process
Place: University of Texas
Joan will address the UT MBA Finance Class on Feb 9th. The topic is "Getting Financials in Perspective and The Role They Play in Exit Planning"
Date: Nov. 7, 2009 9:00 am
Place: Boston, MA
Host: Pinnacle Equity Solutions
Speaker:
Joan Ridley, CFP, CEPA
Who can Attend: Pinnacle Equity Solutions, Inc.,
Platinum Members
Contact: Juliana at Pinnacle Equity Solutions at
781-821-2608
Get Ready for the Tsunami of Exiting Business Boomers
Place: Boston, MA
Host: Pinnacle Equity Solutions
Speaker:
Joan Ridley, CFP, CEPA
Who can Attend: Pinnacle Equity Solutions, Inc.,
Platinum Members
Contact: Juliana at Pinnacle Equity Solutions at
781-821-2608
Date: Oct. 9, 2009 11:30 am
Place: 2911 Turtle Creek Blvd., Suite 300, Dallas
This is a case study working lunch .
Host: Business Wealth Solutions
Speakers: Joan Ridley. Lucy Higgins, and Kevin Collins
Who is invited: BWS team members - by invitation only
Contact: Lisa at 214-736-4911
Are You Prepared for the Tsunami of Business Boomers
Place: 2911 Turtle Creek Blvd., Suite 300, Dallas
This is a case study working lunch .
Host: Business Wealth Solutions
Speakers: Joan Ridley. Lucy Higgins, and Kevin Collins
Who is invited: BWS team members - by invitation only
Contact: Lisa at 214-736-4911
Date: Sep. 11, 2009 1:00 pm
Place: Webinar
Host: Pinnacle Equity Solutions, Inc. and Business Wealth Solutions
Speakers:
Joan Ridley, CFP, CEPA
John Leonetti, Esq., CFP
President of Pinnacle Equity Solutions
Who is Invited: Advisors to business owners
Contact: 214- 692-9192
Follow the Bouncing Financial Ball
Place: Webinar
Host: Pinnacle Equity Solutions, Inc. and Business Wealth Solutions
Speakers:
Joan Ridley, CFP, CEPA
John Leonetti, Esq., CFP
President of Pinnacle Equity Solutions
Who is Invited: Advisors to business owners
Contact: 214- 692-9192
Date: Aug. 25, 2009 1:00 pm
Place: Purdy-McGuire, Inc. 17300 N. Dallas Parkway, Suite 3000, Dallas, TX 75248
Host: Business Women's Council Southwest
Speakers:
Joan Ridley, CFP, CEPA
Donna Butterfield, JP Morgan Chase
Anne Gordon, The Guilin Group
Moderator: DeLene Gilbert, CLU, ChFC, CFP, CLTC
Who is invited: Business owners
Contact: DeLene Gilbert at 214-530-0527
Flexing Your Workforce...How to Hire Up and Down in a Tough Economy
Place: Purdy-McGuire, Inc. 17300 N. Dallas Parkway, Suite 3000, Dallas, TX 75248
Host: Business Women's Council Southwest
Speakers:
Joan Ridley, CFP, CEPA
Donna Butterfield, JP Morgan Chase
Anne Gordon, The Guilin Group
Moderator: DeLene Gilbert, CLU, ChFC, CFP, CLTC
Who is invited: Business owners
Contact: DeLene Gilbert at 214-530-0527
Date: May. 20, 2009 3:00 pm
Place: The Warwick Hotel (formerly The Melrose)
Host: Frost Bank
Speakers:
Joan Ridley, CFP, CEPA
Steve Freeman, Principal, nSyte-Coeus, an HR consulting firm
Who is invited: Business owners
Contact: Lisa at 214-736-4911
New Strategies..How Winners Thrive in This Economy
Place: The Warwick Hotel (formerly The Melrose)
Host: Frost Bank
Speakers:
Joan Ridley, CFP, CEPA
Steve Freeman, Principal, nSyte-Coeus, an HR consulting firm
Who is invited: Business owners
Contact: Lisa at 214-736-4911
Date: Apr. 29, 2009 3:00 pm
Place: The Warwick Hotel (formerly The Melrose)
Host: Bluffview Wealth Management, LP
Speakers: Joan Ridley, CFP, CEPA
Jason Wilcox, Principal of The Wilcox Group, an investment banking firm
Who is invited: Business owners
Contact: Lisa at 214-736-4911
Place: The Warwick Hotel (formerly The Melrose)
Host: Bluffview Wealth Management, LP
Speakers: Joan Ridley, CFP, CEPA
Jason Wilcox, Principal of The Wilcox Group, an investment banking firm
Who is invited: Business owners
Contact: Lisa at 214-736-4911