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Experiences Exiting Your Business and Perspectives on Looking Back
Saturday August 2, 2025 3:45pm - 4:45pm MDT
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 →
avatar for Leisa Aiken

Leisa Aiken

Retired
I was a fee-only financial planner for than 20 years. I transitioned from corporate finance first to fee-only wealth management firms working with high net worth individuals including corporate executives, physicians, business owners and others providing  comprehensive  fee-only... Read More →
Saturday August 2, 2025 3:45pm - 4:45pm MDT
  Concurrent Session, Panel

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