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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 21, 2022

9:00a - 10:00a

First Resource Bank

Nothing is Certain but Death and Taxes

Business owners can add another to life's certainties: you will leave your business one day. All business owners work in their business but are you working on your business? How are you preparing for that inevitable day? Are you aware of the key issues all business owners face? Do you desire to "step back" from the daily grind, or do you envision a complete withdrawal? How can you realize the full value of your life's work? Join us on June 21st, 2022 at 9 AM and leave with a framework to evaluate your strategy and an assessment into what is important for you, your business, and your family.

June 7, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

June 7, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

May 11, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

May 11, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

April 14, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

April 14, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

March 23, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

March 23, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

March 3, 2022

4:00p - 4:30p

Zoom

Value Driver Planning for Business Owners - Afternoon

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.

March 3, 2022

7:30a - 8:00a

Zoom

Value Driver Planning for Business Owners - Morning

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.  

February 28, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

February 28, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

February 9, 2022

4:00p - 4:45p

Zoom

Value Driver Planning for Business Owners - Afternoon

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.

February 9, 2022

7:30a - 7:45a

Zoom

Value Driver Planning for Business Owners - Morning

Need ideas on how to build the value of your business? The marketplace is constantly changing, and we want to help you learn some specific tactics you can use to build more business value. Building and preserving a solid financial foundation in the business is a critical issue for most business owners. You’re invited to attend a complimentary seminar on Value Driver Planning.  Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are with the process of building value, the better off you will be. If you have been thinking about your business value lately, reserve your seat at this complimentary briefing. You will have the opportunity to receive a customized Value Driver analysis for your specific business and personal needs.  

February 1, 2022

7:00p - 7:45p

Zoom

The Biggest Retirement Fear - Evening

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

February 1, 2022

12:00p - 12:45p

Zoom

The Biggest Retirement Fear - Daytime

Retirement may be in your near future or perhaps further out on the horizon. It can create many emotional responses such as anticipation and excitement. But thinking and planning for retirement may also create fear. Join me for a discussion on the biggest retirement fear and suggestions on how to confront and manage that fear so that your vision of retirement isn't merely a dream.

Event Registration