On June 21, I was a panelist speaking on the topics described below, to an audience of lawyers, CPAs, wealth advisors and other professionals. If you would like more information let me know.
Pre-Sale Planning and Wealth Management
Experts Discuss Critical Issues
Please join our expert panel as they discuss pre-sale planning and wealth management.
We’ll be discussing:
- Importance of preparation and planning
- What is wealth management
- Building the deal team
- Understanding the options
- Importance of financial modeling
- Generating competitive tension
When and Where
- June 21, 2018 @ RitzCarlton in Tysons
- 0730-0800 Networking
- 0800-0900 Presentation