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.

Presenter: Tim Roseboro, Vice President and Senior Business Consultant for JPMorganChase Join us for this special webinar as JPMorganChase discusses cash flow basics, how to increase cash in, how to decrease cash out, and how to make cash work for you to maximize your business success.   Don’t Miss It!

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

Presenter: Peter C. Gibbs, President and CEO of Foundation Surety & Insurance Solutions, LLC Discover the Power of Bonding: How to obtain SBA Surety Bonds and grow your capacity. Why to attend: Become bondable and qualify for more opportunities Access SBA Surety Bonds to help you compete and win Increase bonding capacity to bid on […]

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.