John Dedon Panelist on Pre-Sale Planning and Wealth Management Presentation

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