BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:Eastern Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:Eastern Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20230523T100000 DTEND;TZID=America/New_York:20230523T110000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Level Up Webinar Series: May DESCRIPTION:In May's Level Up Webinar\, David Brinkman with Schneider Downs will cover how Proactive Exit and Succession Planning is Simply Good Business Strategy. Exit and succession planning is working with a business owner to articulate long-term personal\, business\, and financial goals. And then formulate a detailed plan to accomplish these goals. We'll review common obstacles\, how the process works\, and business attributes to make a business more attractive and increase its value.Meet the Speaker:David is a Wealth Management Partner for Schneider Downs in their Columbus\, Ohio Office with over 15 years of financial services industry experience. He predominantly works with high-net-worth individuals and families\, not-for-profit entities\, and retirement plans advising on various topics\, including holistic financial planning\, income tax optimization\, asset allocation\, portfolio construction\, and estate planning strategies. Dave's well-rounded financial education and experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.In addition\, David co-heads our exit and succession planning practice focused on working with business owners to formulate a comprehensive plan for their business and personal life beyond the industry. The exit and succession planning process assesses a business owner's readiness to exit their business\, identities an individual's potential weal gap\, and a comprehensive assessment of the sellability of the company\, and then how to improve the underlying critical drivers of the business to increase the value of the business. X-ALT-DESC;FMTTYPE=text/html:
In May&rsquo\;s Level Up Webinar\, David Brinkman with Schneider Downs will cover how Proactive Exit and Succession Planning is Simply Good Business Strategy. Exit and succession planning is working with a business owner to articulate long-term personal\, business\, and financial goals. And then formulate a detailed plan to accomplish these goals. We&rsquo\;ll review common obstacles\, how the process works\, and business attributes to make a business more attractive and increase its value.
Meet the Speaker:
David is a Wealth Management Partner for Schneider Downs in their Columbus\, Ohio Office with over 15 years of financial services industry experience. He predominantly works with high-net-worth individuals and families\, not-for-profit entities\, and retirement plans advising on various topics\, including holistic financial planning\, income tax optimization\, asset allocation\, portfolio construction\, and estate planning strategies. Dave&rsquo\;s well-rounded financial education and experience have provided him with the skills to specialize in the development and execution of comprehensive financial plans to help clients meet their short and long-term financial goals.
In addition\, David co-heads our exit and succession planning practice focused on working with business owners to formulate a comprehensive plan for their business and personal life beyond the industry. The exit and succession planning process assesses a business owner&rsquo\;s readiness to exit their business\, identities an individual&rsquo\;s potential weal gap\, and a comprehensive assessment of the sellability of the company\, and then how to improve the underlying critical drivers of the business to increase the value of the business.
LOCATION: UID:e.1115.767614 SEQUENCE:3 DTSTAMP:20240328T202029Z URL:https://members.ohiotrucking.org/calendar/Details/level-up-webinar-series-may-835094?sourceTypeId=Hub END:VEVENT END:VCALENDAR