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Type: Concurrent Session clear filter
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Thursday, July 31
 

3:00pm PDT

Experiences Exiting Your Business and Perspectives on Looking Back
Thursday July 31, 2025 3:00pm - 4:00pm PDT
Facilitator
avatar for David Barnett

David Barnett

Owner/planner, Barnett Financial Planning
Speakers
avatar for Jerry Davis

Jerry Davis

CEO, Jerry J Davis CPA PC
avatar for David McPherson

David McPherson

Principal, Four Ponds Financial Planning LLC
David McPherson founded Four Ponds Financial Planning in 2007 to provide sound, objective financial advice to clients looking for help with their investments, retirement planning and other money-related needs.As a financial planner, he strives to treat all clients with respect and... Read More →
LA
Thursday July 31, 2025 3:00pm - 4:00pm PDT
  Concurrent Session, Panel

3:00pm PDT

Time Tracking Strategies
Thursday July 31, 2025 3:00pm - 4:00pm PDT
Facilitator
SL

Stephen Lay

Financial Planner, Curtain Wealth Planning
Speakers
avatar for Tracy St John

Tracy St John

Principal, Financial Avenues
Tracy St John is the owner of Financial Avenues, located in Kansas City, MO with a 2nd office in Kansas, still within the Kansas City area. The firm practices on an hourly only basis and does offer investment management only if the client requests. Investment management is charged... Read More →
KC

Katy Cook

Principal, Abacus Financial Planning, LLC
MM

Michael Morton

Owner, Morton Financial Advice
Thursday July 31, 2025 3:00pm - 4:00pm PDT
  Concurrent Session, Panel
 
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