Joan recently appointed to UD School of Business Advisory Council

Joan was recently appointed to the University of Dayton School of Businesss Advisory Council Read More »

Posted: May 23, 2010 

Joan to Interview Exit Planners

Joan to interview Certified Exit Planning Advisors (CEPA) and other professional advisors during a series of webinars for members and non-members of the Exit Planning Institute.  Read More »

Posted: Mar 05, 2010 

Joan was recently appointed to the Board of Governors of the Estate Planning Council of North Texas

Joan was recently appointed to the Board of Governors of the Estate Planning Council of North Texas by the Board of Directors.  Read More »

Posted: Feb 23, 2010 

Joan attended attitudes and Attire luncheon

Joan attended the attitudes and Attire luncheon on February 3rd. Read More »

Posted: Feb 05, 2010 

Pinnacle Equity Solutions Platinum Group

Joan Participated in Pinnacle Equity Solutions' Platinum Group's forum in Tampa. Read More »

Posted: Jan 12, 2010 

Joan is now a Certified Business Intermediary

Joan recently completed the coursework and other requirements to earn the Certified Business Intermediary professional designation, CBI.  Read More »

Posted: Dec 16, 2009 

Joan Continues on Board of Governors

Joan was appointed to the Board of Governors of the Exit Planning Institute headquartered in Chicago in October, 2008 and continues to hold that position. Read More »

Posted: Oct 06, 2009 

Joan was quoted in Dallas Business Journal

Joan was quoted in the Dallas Business Journal. Read More »

Posted: Sep 10, 2009 

National Center of Employee Ownership

Business Wealth Solutions recently became a member of the National Center of Employee Ownership, an organization that educates its 2,700 members about issues pertaining to companies whose stock is partially or totally owned by its employees.
Read More »

Posted: Aug 26, 2009 

Joan Appointed Chairperson

Joan was appointed Chairperson of  the Pinnacle Equity Solutions  professional designation committee by Pinnacle founder John Leonetti.    Read More »

Posted: Jun 10, 2009