Webinar: The Business Sale Journey with Dipak Bhakta Time: Monday, October 7, 2024, 12:00 PM Pacific Moderator : Dipak Bhakta - Partner, B2B CFO Panelists: David Luvisa - Managing Director, Keystone Capital Markets Gary Shields - Managing Partner, Avtech Ventures Description: The intent is for an educational session on the business exit process:  how a business owner should prepare, what to expect during the process, and […]

Webinar: Beneath The Surface: 3 Hidden Threats to Preserving Your Financial Legacy Time: Monday, October 28, 2024, 12:00 PM Pacific Time (US and Canada) Featured Speaker: Keith Conley, Partner, Wealth Team Alliance Description: Very soon, a significant transfer of wealth through trusts will shift from older generations to younger ones. Receiving an inheritance is thought of […]