August membership meeting and Summit Preview!
Yes, the Summit will go on! We are scheduled for October 7 at the Omni Hotel , with the same insert in the SABJ annual Financial Planning issue. We are planning for both an in-person and a virtual Summit.
In lieu of our small group networking this month, we are testing our breakout group capabilities in case we decide to go virtual. We hope that this networking opportunity will give you a chance to meet a lot of other professionals. Join us at 8:30 AM on Thursday, August 20th and learn about:
- The panels and topics for the Summit
- Our virtual Summit contingency plan
- Sponsorship opportunities including special deliveries to attendees if we are virtual
- How we will use breakout/networking rooms in Zoom
We need all members to participate in the August meeting. Your help is required to:
Increase our membership – please feel free to extend invitations to the August meeting to other people that you work with in support of exit planning.
Invite your clients to the summit. Remember, the summit is the one meeting each year where business owners are invited to participate. The summit will provide valuable information for both business owners and professionals supporting exit planning.
Please register to ensure you get connection details.
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