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IMC Hou - The 3 P's of Managing Your Business - A Special Interactive Workshop
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10/11/2013
When: 10/11/13
11:30am - 1:00pm
Where: Houston Marriot West Loop


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Solo Consultants, Principals, come join us for a special interactive workshop focused on key long term business planning considerations to help your practice. The 3 P’s of Managing Your Business is a interactive self-assessment to help business owners "Preserve" the value of the business, "Protect" resources, and "Pass" the baton to the next generation of owners (building to sell, sell to current or perhaps future partners, how to's). Each participant will be able to score themselves or their firm during the workshop. All attendees will be provided the business assessment/planning checklists as takeaways.

Speakers:

Carl Dominque, CFP, Philanthropy, Advisor, Accredited Estate Planner

Angellar LaCour, Financial Advisor, Certified Long Term Care Specialist

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Message from the Chair
Don Matheson CMCChair and CEO, IMC USA
Gregory BrooksExecutive Director, IMC USA