- Pittsburgh, PA
- Hosting Speaking
Thinking about selling your business or transitioning ownership? Interested in hearing how you can prepare yourself and your business for continued success? Exit planning is complex and often times overwhelming.
Join us for a complimentary event that will connect you with the region’s top accountants, attorneys, wealth managers and communication strategists. These professionals will provide a well-rounded overview of key ownership transition topics, while also answering your individual questions.
Who should attend
This session is designed for business owners and key executives of privately held businesses.
- Dave Pieton, CPA, ASA, Principal, CliftonLarsonAllen Wealth Advisors, LLC
- Christopher Brodman, President, Metz Lewis
- Douglas Knable, CLU, ChFC, CRPC, Chairman and CEO, FamilyWealth Management Group
- Marissa Luznar, Vice President of Client Services, Premo Consultants
8 – 8:30 a.m. — Registration
8:30 – 9:30 a.m. — Lightning round discussion of key topics
9:30 – 9:45 a.m. — Q&A
9:45 – 10:30 a.m. — Private conversations: Professionals will be available for individual consultations and discussion immediately following the event. Sign up for your confidential 15-minute conversation by emailing Marissa Luznar at email@example.com. Space is limited.
Hilton Garden Inn Pittsburgh/Southpointe
1000 Corporate Drive
Canonsburg, PA 15317
Please register by February 7, 2020.
Contact Marissa Luznar at firstname.lastname@example.org.