forum 400 family office panel with momentum ceo
Post on 19-Oct-2014
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Every year leaders from across the industry share idea's and best practices and its no different this year at Bonita Springs, Florida where over the course of several days, they will also celebrate 40 years of Forum 400. Momentum Strategic Advisors CEO, Josh Coleman will also be participating in 2 panels one of which is talking about business owners becoming independent of their own business. Sterling Foundation will lead a philanthropic planning session entitled, Where do we go from here? Signature Financial Group will talk about the 0% tax bracket, and many othersTRANSCRIPT
2013 Forum 400 Annual Meeting & Family Office UpdateJanuary 19-22Hyatt Regency Coconut PointBonita Springs, Florida
Momentum CEO Josh Coleman speaking on 2 panels
1. Panel 1 – Saturday, January 19th• Increasing business sales in a
strategic way
2. Panel 2 – Monday, January 21st• Business owners becoming
independent of their own business
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Amir Homayoun RafizadehDirector of Strategic Intelligence
312-725-3635