Presenter: Steven Meredith, Business Development Officer for the Regional Development Funding Corporation Join us as Steve discusses the SBA 504 program to purchase, improve, or construct real estate, purchase machinery or equipment with a useful life of 10 years or longer, or if you are interested in refinancing any of those assets. Sponsored […]
Join us as Fred Brown, President and CEO of The Forbes Funds, discusses how The Forbes Funds connects individuals and organizations dedicated to meaningful and transformative philanthropic efforts to the resources and capital, they need for success.
Join us for the first webinar in our three-part series featuring Orlando Houston, Managing Partner and Financial Consultant at Ohana Wealth Legacy. Orlando will cover what succession planning is, why it matters, the risks of not having a plan, common misconceptions and barriers, and an overview of key succession planning models.
Join us for the second webinar in our three-part series featuring Orlando Houston, Managing Partner and Financial Consultant at Ohana Wealth Legacy. Orlando will share practical insights on identifying critical roles and future leaders, competency mapping and leadership development, key legal and financial considerations, and effective communication strategies for stakeholders. Sponsored by: COMCAST Business
Join us for the third and final webinar in our three-part series featuring Orlando Houston, Managing Partner and Financial Consultant at Ohana Wealth Legacy. Orlando will walk through how to implement a succession plan effectively, monitor and update it over time, manage resistance and cultural change, and use technology to support succession planning.
