Succession Planning
Workshop REFERRAL

Elizabeth Ledoux, vNacelle, LLC
Laura Chiesman, FirstWave Financial
Brad White, GrayRobinson
Barbara Oswalt, Debbie Goode &
Christine Thompson, Carr, Riggs & Ingram
Cynthia Broome, JPMorgan Chase & Co.

It’s A Journey, Not An Event
A 3-Part Series Exploring Leading Business Transition and Succession Strategies

You’re Not Alone, Discovering
Dilemmas Often Faced
Session 1

 

A Unique Approach Focusing on
Relationships and Financial Wellbeing
Session 2

 

Transition and Succession
Strategies That Work
Session 3

 

We look forward to spending this high quality time with you!

Date: Thursday, August 15th
Location: Harbor Stay Retreat,
493 Young Street, Melbourne, FL 32935
The day will begin at 8am and include a
light breakfast, lunch and refreshments.
We will conclude at 4:30pm with an
optional happy hour to follow

It's A Journey Workshop Referral

Information of the person you
would like to invite.

 

 
 
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