Wednesday, April 28th
7:30 a.m.-10:30 a.m.

Mother Rosalie Hill Hall, Warren Auditorium
University of San Diego


Wealth Legacy

A Wealth & Legacy Series™ Seminar, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.

  • How can you be strategic in increasing the value of your business?
  • How can you focus on people, processes and the right information to improve measurable business results?
  • What’s your company really worth? Do you have a simple index to measure the value of your business and legacy?
  • Leveraging Technology to Grow and Increase the Value of Your Business in Any Economic Climate
Register Now

Your roadmap to business value
creation in today's economy!


Event Speakers

Presenter:
Michael Brainard
CEO and Founder
Brainard Strategy

Panelists:
Timothy L. Rhine
Duane Trombly
PointeBreak Solutions, Inc.
Susan Snow
OSAS Inc.

Technology:
Ben Mason
5 Elements Consulting, Inc

Moderator:
Tim Rafalovich
Vice President, Wealth Specialist
Wells Fargo The Private Bank