Joan interviewed business owner Josh Kelly

Joan interviewed Josh Kelly about how business exit planning has helped him run his business day to day.   Read More »

Posted: Jan 09, 2012 

Joan Attended Exit Planning Institute Annual Conference

Joan attended the Exit Planning Institute Annual Conference Dec. 8-10 in Fort Lauderdale.
Sponsors of the conference included Alliance Bernstein Wealth Management and LPL Financial.  Joan is a member of the Board of Governors of the Exit Planning Institute. Read More »

Posted: Dec 14, 2011 

"How to Capture $10 Trillion in New Business"

Joan, and teammate Glenn Baldwin, delivered a three hour workshop on Oct 28th. Read More »

Posted: Nov 03, 2011 

Joan interviewed John Mautner

Joan interviewed John Mautner on June 10, 2011 on a webinar sponsored by the Exit Planning Institute.     Read More »

Posted: Jul 18, 2011 

Joan interviewed John Warrillow on July 14, 2011

The interview was broadcast on a webinar that was sponsored by the Exit Planning Institute.    Read More »

Posted: Jul 18, 2011 

What to Do if The Seller Already Has Buyer..."I have a buyer, help me put the deal together."

Joan interviewed Richard Jackim, CEPA, JD during the Exit Planning Institute's webinar called "Ask the Experts" on May 12, 2011.   Read More »

Posted: May 15, 2011 

Certified Exit Planning Advisor coursework approved for continuing education

The Certified Exit Planning Advisor certification course has been approved for continuing education by four organizations.  Read More »

Posted: Mar 02, 2011 

Joan to Attend Univ. of Dayton Business Advisory Council

Joan will attend the Univ. of Dayton's Business Advisory Council conference on April 1,2.  Read More »

Posted: Feb 15, 2011 

Joan to continue to host and moderate the Exit Planning Institute's monthly webinars

Joan has been invited to continue to host and moderate the Exit Planning Institute's monthly webinars.  Members of the Institute can listen to recordings of the 2010 webinars by clicking on "Resources" in the "Members" section of the Exit Planning Institute's website.  Click below to see the 2011 topics.     
Read More »

Posted: Jan 10, 2011 

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