Print Page  |  Contact Us  |  Your Cart  |  Sign In  |  Join IMC USA
IMC Hou - The 3 P's of Managing Your Business - A Special Interactive Workshop
View Registrations Tell a Friend About This EventTell a Friend

When: 10/11/13
11:30am - 1:00pm
Where: Houston Marriot West Loop

Online registration is closed.
« Go to Upcoming Event List  

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.


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

Angellar LaCour, Financial Advisor, Certified Long Term Care Specialist

Community Search
Sign In

Forgot your password?

Haven't joined yet?

IMC USA Calendar

The Consultant's Workshop : Ethics in a Chaotic, Challenging World - Oct 5, 2016

IMC SoCal Breakfast Meeting

IMC Orange County Business Forum Breakfast

IMC NCR Happy Hour (at the 2016 IMC USA Consulting Conference)

10/21/2016 » 10/24/2016
2016 IMC USA Conference

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