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The Founders Group Invites You to Attend Our Community Insights Program 

Community Insights are business owner round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace. 

 

Community Insights will be held at: 

Southern California Institute

10251 Vista Sorrento Parkway, Suite 250

San Diego, CA 92121

 

Enter Your Information Here to Attend: 

 
 
 

Please Check the session you will be attending:

  • Assess Your Business Value, Attractiveness, and Readiness; presented by Melisa Silverman and Steve Mancini 
  • Assess Your Personal and Family Readiness; presented by Shelley Lightfoot, CEPA and Joe Strazzeri, Esq., CEPA

Thursday, April 2, 2020 from 9:00 - 10:30am - Presented via Webinar Only - Use Webinar Link Below
  • Assess Opportunities to Build Your Business Value; presented by Jeffrey Kates, CEPA, MBA and Melisa Silverman

Thursday, May 7, 2020 from 9:00 - 10:30am - Presented via Webinar Only - Use Webinar Link Below
  • Assess Your Business Exit Options; presented by Joe Strazzeri, Esq. and Steve Mancini, Esq. 

  • Using Valuations as a Punch List to Increase Business Value; presented by Melisa Silverman and Jeffrey Kates