In a casual, interactive setting, we’ll lead a forward-thinking discussion on the
“Top 5 Mistakes to Avoid Before a Liquidity Event”
When: Thursday, June 6, 2019 at 8:00 am
Where: Southern California Institute
10251 Vista Sorrento Parkway, Suite 250
San Diego, CA 92121
In this one-hour workshop, we’ll get to the point fast with clear, simple examples that make sense. No jargon. You’ll enjoy our personable, attentive style and actionable advice.
And remember, as a fee-only Family CFO, we’re in the business of helping, not selling.
We look forward to seeing you there! For more information contact us.
