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SPR: 5 Powerful Lessons from Selling my Financial Services Business

Join us as veteran SFSP member Rob Luisana unveils the powerful lessons he learned last year when he sold his business! Get a 'behind the scenes' look at what it takes to make it all work to get the outcomes most important to you. Learn steps you can take today to set yourself up for success when the time is right for you to exit.

Thursday, February 14, 2019
Office Evolution
806 Green Valley Road, Suite 200
7:30 a.m - 9:00 a.m.
No cost to attend
Very light continental breakfast

Agenda
7:30 a.m. Registration
7:50 a.m. Welcome and introductions
8:00 a.m. Program start
9:00 a.m. End
 
Robert Luisana is an Associate Broker with Pilot. He has over 35 years of experience as an insurance broker and works with employer groups of all sizes, advising on both traditional insurance and self-funded plans. Over the past five years, he has been a frequent presenter on healthcare issues, including NPR and Politico. Rob is married to Karen, an antique dealer and showroom director. They have two grown boys and four grandchildren. Backpacking, basketball, reading and movies are among his favorite activities.
 
When:
Thursday, February 14, 2019, 7:30 AM until 9:00 AM
Where:
Office Evolution
806 Green Valley Road, Suite 200
Greensboro, NC  27408
Additional Info:
Category:
Succession Planning Roundtable
Registration is required before Wednesday, February 13, 2019 at 12:00 AM
Payment In Full In Advance Only
No Fee