Four Topics in Ten

ORANGE COUNTY CHAPTER EVENT

Four Topics in Ten


We will have 4 subject matter experts discuss 4 topics that are prevalent to changes in laws, policies, etc for 2020. We will discuss: The New Employment Laws, Top Income Strategies for Business Owners, Attracting and Engaging Business Owners, and P&C Insurance for Business Owners

 

About the Presenters:

Learn from industry experts Jenifer Ackley, Principal at Newfront Insurance, Ailene Dewar, Professional Employer Consultant at Oasis, A Paychex Company, Shelley Lightfoot, Executive Director of the Southern California Institute, Laura Stees, Business Strategist | Partner/CPA | Empowering Women Business Leaders to Gain Control & Direction.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:

OCCF

This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenters


Jenifer Ackley

Jenifer Ackley

Principal at Newfront Insurance


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Ailene Dewar

Ailene Dewar

Professional Employer Consultant at Oasis, A Paychex Company

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Shelley Lightfoot

Shelley Lightfoot

Executive Director of the Southern California Institute

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Laura Stees

Laura Stees

Business Strategist | Partner/CPA | Empowering Women Business Leaders to Gain Control & Direction

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).