Finances for Family Business Peer Group

  • Share:
Name: Finances for Family Business Peer Group
Date: January 22, 2019
Time: 11:30 AM - 1:30 PM EST
Registration: Register Now
Event Description:

Applications in Financial Planning

Financial planning has many applications beyond planning for retirement. Family business owners are intimately aware of the connection between their personal financial health and the success of their business. However, the financial health of their employees and family members (especially those in line for succession) is equally critical. 

Jon Cleary and Brian Moore, Financial Advisors with The Fortis Group at Morgan Stanley will be discussing the many different applications of financial planning and how that translates into running more successful companies.

Generously sponsored by The Fortis Group at Morgan Stanley

Morgan Stanley logo

Event Sponsors:
Ohio Dominican University
Griffin Student Center - ROOM 258
1215 Sunbury Rd.
Columbus, Ohio 43219
Date/Time Information:
Tuesday, January 22, 2019
11:30 am - 1:30 pm
Lunch will be provided.  Please contact Amy if you have any dietary considerations.
Contact Information:
Amy Dotts
Free for Conway Center members.
Set a Reminder:
Enter your email address below to receive a reminder message.