Focus Events

June 7, 2016

Special Event Invitation at INSITETM: How to Insure Your Business through a Business Continuity/ Succession Plan?

Orlando, FL

  • Anita Venkiteswaran, Vice President, Focus Financial Partners

April 25, 2016

J.P. Morgan Wealth Management Symposium – Succession Planning: Protecting and enhancing the future of your business

Chicago, IL

  • Rajini Kodialam, Co-Founder and Managing Director, Focus Financial Partners
  • Anita Venkiteswaran, Vice President, Focus Financial Partners

March 1, 2016

How to Insure Your Business through a Business Continuity/Succession Plan?

PIMCO Headquarters | Newport Beach, CA

  • Mark Delfino, CEO & Managing Director, HoyleCohen (San Diego, CA)
  • Gary Ran, Chairman/ CEO, Senior Financial Life Advisor, Partner, Telemus (Southfield and Ann Arbor, MI, Los Angeles, CA)
  • Dave Spratt, Chief Operating Officer, Merriman (Seattle, WA)

February 3, 2016

Put Business Continuity/Succession Plan on Your New Year Resolution List

TD Ameritrade LINC Conference | Orlando, FL

  • Dennis Slott, Principal & Executive Vice President, Vestor Capital (Chicago, IL)
  • Jim Betzig, Partner & Chief Operating Officer, Beirne Wealth Consulting (Milford, CT)
  • Robert Glovsky, Vice Chair, The Colony Group (Boston, MA)

December 10, 2015

Why a Business Continuity/Succession Plan is the Perfect Holiday Gift?

Envestnet Headquarters | Chicago, IL

  • Martin Buehler, President, Vestor Capital
  • Maury Fertig, Co-Founder, Relative Value Partners
  • Neal Price, Principal, Strategic Wealth Partners
  • Jay Hummel, Senior Vice President, Advisory Services, Envestnet

November 10, 2015

Panel: 5 Things You Should Know About Succession Planning Speakers

Schwab IMPACT Conference | Boston, MA

Speakers

  • Michael Nathanson, Chairman, CEO & President, The Colony Group
  • Gregory Britton, President & CEO, Atlas Private Wealth Management
  • Thomas Paulus, Managing Principal and Senior Lead Advisor, JFS Wealth Advisors




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