Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 14, 2019

7:00a - 9:00a

Corporate Alliance of San Diego

June 5, 2019

7:00a - 9:00a

Corporate Alliance of San Diego

Boosting Value through Marketing Positioning

Boosting your value through marketing positioning.

May 8, 2019

7:00a - 9:00a

Corporate Alliance of San Diego

Pre-Exit Business Optimization - EPI

Pre-exit business optimization for maximizing the sale of your business.

April 10, 2019

7:00a - 9:00a

Corporate Alliance of San Diego

How Technology Impacts the Sale of Your Business - EPI

Five ways technology can make or break the sale of your business, hosted by the San Diego Chapter of the Exit Planning Institute.

Event Registration

Will you be able to attend this event?