Calendar

  • "How Much Is Enough? The Emotional & Practical Steps to Estate Planning"
    April 7, 2020 - April 7, 2020

    Best Practice Event sponsored by the Delaware Valley Family Business Center, 8:30-10 a.m., at IM Wealth, Plymouth Meeting, PA. 

    It’s vital for family health to make sure steps are taken to plan for the end. How much money will you need to retire? What insurance might you need? In addition to these practical questions, it’s important not to overlook the emotions involved as well. Without self-awareness and emotional agility, your planning can get stunted quickly.

    For information, see the event web page.

  • "Leadership Agility: How to Transform Yourself, Your Family and Your Family Enterprise"
    May 14, 2020 - May 14, 2020

    Breakfast Forum sponsored by the Delaware Valley Family Business Center, 7:30 to 11:30 a.m., at Radnor Valley Country Club, Villanova, PA.

    Greg McCann, founder of McCann & Associates, will help participants, their family members and employees to develop the emotional and leadership agility to bring their family business into the future.

    For information, see the event web page.

     

  • "Getting Ready for a Shareholder Transition: What You Didn't Know You Needed to Know"
    June 4, 2020 - June 4, 2020

    Best Practice Event sponsored by the Delaware Valley Family Business Center, 8:30 to 10 a.m., at Kreischer Miller, Horsham, PA.

    Sometimes families put off conversations about transition because they don’t know where to start. It can feel overwhelming. Presenters will discuss important steps to take now so that your transition will be easier when the time comes.

    For more information, see the event web page.

  • "Building Emotional Agility in Your Families and Businesses"
    September 17, 2020 - September 17, 2020

    Breakfast Workshop sponsored by the Delaware Valley Family Business Center, 8 to 10 a.m, at Calvary Church, Souderton, PA.

    Sally Derstine and Jared Byas of the Delaware Valley Family Business Center will speak about building emotional agility in our personalities, families and businesses. Participants will also have the opportunitiy to learn from each other around the tables and share expertise and experiences together.

    For more information, see the event web page.

     

     

  • "How to Increase the Value of Your Business"
    October 21, 2020 - October 21, 2020

    Best Practice Event sponsored by the Delaware Valley Family Business Venter, 8:30 to 10 a.m., at RKL, Wyomissing, PA.

    Increasing the value of your business is a good idea, whether or not your transition plan involves selling or transferring to the next generation. There are some practical steps you can take in the operational areas of your business as well as the people side of your business that will increase the value and help your next generation succeed.

    For more information, see the event web page.