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.
Exit Planning: The M&A Advisor's New Best Friend
Date: Oct. 28, 2010 11:00 am
Place: Prestonwood Country Club
Joan to speak at the IBBA 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 eoon enough.
Business Valutation as a Planning Tool
Place: Prestonwood Country Club
Joan to speak at the IBBA 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 eoon enough.
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