Events: Sept. 30th, 2009- Wealth & Legacy Studies

Bringing economic clarity, lasting value & purpose in an uncertain world

Our president, Ben Mason, joined The Center for Wealth & Legacy Studies to present a special seminar on the following topics:

• Making Your Banker An Advocate - Not an Adversary... finding the right bank and the right banker to add value to your business
• Succession Issues in the Privately Held Business: What makes it a unique challenge
• A Recession is a Horrible Thing... To Waste: What companies are doing today to find great success despite the economic challenges

These topics were presented on Wednesday, September 30th, 2009 from 5 PM to 8 PM at the Joan B. Kroc Institute for Peace and Justice, University of San Diego.

Multimedia

>> RJ Kelly Speaker
>> Photos