{"id":14,"date":"2020-12-14T23:32:51","date_gmt":"2020-12-15T07:32:51","guid":{"rendered":"https:\/\/wealthwise.wpengine.com\/business-owners\/business-owner-summit\/"},"modified":"2021-04-26T17:43:48","modified_gmt":"2021-04-27T00:43:48","slug":"business-owner-summit","status":"publish","type":"page","link":"https:\/\/wealthwisefinancial.com\/media-events\/wealthwise-webinars\/business-owner-summit\/","title":{"rendered":"Business Owner Summit"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Hero&#8221; _builder_version=&#8221;4.9.0&#8243; background_enable_color=&#8221;off&#8221; background_image=&#8221;https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/bigblob.png&#8221; background_size=&#8221;contain&#8221; custom_margin=&#8221;24px||||false|false&#8221; custom_padding=&#8221;38px||38px||true|false&#8221;][et_pb_row _builder_version=&#8221;4.9.0&#8243; custom_padding=&#8221;32px|||||&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.9.0&#8243;][et_pb_image src=&#8221;https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/WealthWise-2020-Summit.png&#8221; alt=&#8221;WealthWise 2020 Summit&#8221; title_text=&#8221;WealthWise 2020 Summit&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221; border_radii=&#8221;on|7px|7px|7px|7px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_spread=&#8221;-8px&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Services&#8221; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;rgba(0,0,0,0)&#8221; z_index=&#8221;10&#8243; custom_padding=&#8221;0px||120px||false|false&#8221; locked=&#8221;off&#8221;][et_pb_row _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;PT Sans||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;1.8em&#8221; header_font=&#8221;Playfair Display|700|||||||&#8221; header_font_size=&#8221;60px&#8221; header_line_height=&#8221;1.1em&#8221; header_font_size_tablet=&#8221;40px&#8221; header_font_size_phone=&#8221;30px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221;]<\/p>\n<h1 style=\"text-align: center;\">Business Owner Summit Recordings<\/h1>\n<p style=\"text-align: center;\">Presented by WealthWise Financial<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|auto|60px|auto||&#8221; custom_padding=&#8221;|40px||40px|false|true&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;16px&#8221; box_shadow_color=&#8221;rgba(69,64,61,0.13)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_video src=&#8221;https:\/\/youtu.be\/zKyF_0Zv4sI&#8221; _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;][\/et_pb_video][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_text _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;]<\/p>\n<h2>Succession: Seven practices to navigate mission-critical leadership transitions<\/h2>\n<p>Presented by:<\/p>\n<ul style=\"list-style: none;\">\n<li>\n<h4>Peter Greer, CEO Hope International<\/h4>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|auto|60px|auto||&#8221; custom_padding=&#8221;|40px||40px|false|true&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;16px&#8221; box_shadow_color=&#8221;rgba(69,64,61,0.13)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_video src=&#8221;https:\/\/youtu.be\/8JaNWGsqx00&#8243; _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;][\/et_pb_video][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_text _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;]<\/p>\n<h2>Different Avenues to Exit<\/h2>\n<p>Panelists:<\/p>\n<ul style=\"list-type:none;\">\n<li>\n<h4>Robert Connolly, Associate &amp; Dora Lanza, Co-Founder and Principal Plethora Businesses<\/h4>\n<\/li>\n<li>\n<h4>Drew Adams, President Stone Creek Capital<\/h4>\n<\/li>\n<li>\n<h4>David Goldenberg, Founding Partner VLP Law Group<\/h4>\n<\/li>\n<li>\n<h4>Pete Prodoehl, VP Principal Financial Group<\/h4>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|auto|60px|auto||&#8221; custom_padding=&#8221;|40px||40px|false|true&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;16px&#8221; box_shadow_color=&#8221;rgba(69,64,61,0.13)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_video src=&#8221;https:\/\/youtu.be\/FraVEnrW3rI&#8221; _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;][\/et_pb_video][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_text _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Executing the Transaction<\/h2>\n<p>Panelists:<\/p>\n<ul style=\"list-style: none;\">\n<li>\n<h4>Kimberly Wright, ESQ, Partner &amp; Jessica Monroe, ESQ, CPA, Partner Revolve Law Group<\/h4>\n<\/li>\n<li>\n<h4>Fred Whitaker, P.C., Senior Partner, Managing Partner Cummins &amp; White, LLP.<\/h4>\n<\/li>\n<li>\n<h4>Michael Yi, SAS, CPA, TEP, MBA, Managing Partner Newport Valuations, Inc.<\/h4>\n<\/li>\n<li>\n<h4>Mike Chambers, Executive Vice President, Chief Banking Officer, Partner Bank of California<\/h4>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|auto|60px|auto||&#8221; custom_padding=&#8221;|40px||40px|false|true&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;16px&#8221; box_shadow_color=&#8221;rgba(69,64,61,0.13)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_video src=&#8221;https:\/\/youtu.be\/CXAgpU-GrxE&#8221; _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;][\/et_pb_video][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_text _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Economic and Market Update<\/h2>\n<p>Panelists:<\/p>\n<ul style=\"list-style: none;\">\n<li>\n<h4>Claus te Wildt, Senior VP, Capital Market Strategy at Fidelity Investments<\/h4>\n<\/li>\n<li>\n<h4>David Bridges, Senior Geopolitical and Security Advisor at Fidelity Management and Research Company<\/h4>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.3.2&#8243; background_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|auto|60px|auto||&#8221; custom_padding=&#8221;|40px||40px|false|true&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_vertical=&#8221;16px&#8221; box_shadow_color=&#8221;rgba(69,64,61,0.13)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_video src=&#8221;https:\/\/youtu.be\/RTm4ZxThPwU&#8221; _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;][\/et_pb_video][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.3.2&#8243;][et_pb_text _builder_version=&#8221;4.9.0&#8243; _module_preset=&#8221;default&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Retirement Income Strategies for Business Owners<\/h2>\n<p>Presented by:<\/p>\n<ul style=\"list-style: none;\">\n<li>\n<h4>Loreen Gilbert, CEO and Founder WealthWise Financial<\/h4>\n<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Business Owner Summit Recordings Presented by WealthWise FinancialSuccession: Seven practices to navigate mission-critical leadership transitions Presented by: Peter Greer, CEO Hope International Different Avenues to Exit Panelists: Robert Connolly, Associate &amp; Dora Lanza, Co-Founder and Principal Plethora Businesses Drew Adams, President Stone Creek Capital David Goldenberg, Founding Partner VLP Law Group Pete Prodoehl, VP Principal Financial Group Executing the Transaction Panelists: Kimberly Wright, ESQ, Partner &amp; Jessica Monroe, ESQ, CPA, Partner Revolve Law Group Fred Whitaker, P.C., Senior Partner, Managing Partner Cummins &amp; White, LLP. Michael Yi, SAS, CPA, TEP, MBA, Managing Partner Newport Valuations, Inc. Mike Chambers, Executive Vice President, Chief Banking Officer, Partner Bank of California Economic and Market Update Panelists: Claus te Wildt, Senior VP, Capital Market Strategy at Fidelity Investments David Bridges, Senior Geopolitical and Security Advisor at Fidelity Management and Research Company Retirement Income Strategies for Business Owners Presented by: Loreen Gilbert, CEO and Founder WealthWise Financial<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":30,"menu_order":30,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-14","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/14","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/comments?post=14"}],"version-history":[{"count":0,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/14\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/30"}],"wp:attachment":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/media?parent=14"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}