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December 2019

ORT | Rancho Santa Fe, CA | Dec 10 2019

December 10 @ 7:30 am - 9:30 am
Corporate Alliance
$950

December 10th - 1x/month, 5 months Stage 1: Identify Value ( Understand your business value and how it compares to your industry) Stage 2: Protect Value (De-risk your business to protect current value) Stage 3: Build Value (Implement changes to improve value) Stage 4: Harvest Value (Identify succession options and tax efficiency) Stage 5: Manage Value (Secure future income and lifestyle) Time: 7:30am - 9:30am  Location: Corporate Alliance 

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January 2020

ORT | Dallas, Texas | Jan 14 – Jan 28 2020

January 14, 2020 @ 7:30 am - 10:00 am
17300 Dallas Parkway, Suite 1060, Dallas, TX 75248, 17300 Dallas Parkway Suite 1060
Dallas, TX 75248 United States
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$495.00

January 14th Stage 1: Identify Value ( Understand your business value and how it compares to your industry) January 16th Stage 2: Protect Value (De-risk your business to protect current value) January 21st Stage 3: Build Value (Implement changes to improve value) January 23rd Stage 4: Harvest Value (Identify succession options and tax efficiency) January 28th Stage 5: Manage Value (Secure future income and lifestyle) Time & Location Rockgate 17300 Dallas Parkway, Suite 1060 Dallas, Texas 75248 7:30am - 10:00am

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February 2020

ORT | Denton, Texas | Feb 4 – March 3 2020

February 4, 2020 @ 8:00 am - 10:00 am
Denton Business Center, 723 S. I-35E, Suite 116
Denton, 76205 United States
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$495

February 4th Stage 1: Identify Value ( Understand your business value and how it compares to your industry) February 11th Stage 2: Protect Value (De-risk your business to protect current value) February 18th Stage 3: Build Value (Implement changes to improve value) February 25th Stage 4: Harvest Value (Identify succession options and tax efficiency) March 3rd Stage 5: Manage Value (Secure future income and lifestyle) Location Denton Business Center 723 S. I-35E, Suite 116 Denton,Texas 76205 8am-10am

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ORT | BNY Mellon | Feb 5 – April 1 2020

February 5, 2020 @ 8:00 am - April 1, 2020 @ 11:00 am
6150 Sherry Ln, Dallas, TX 75225, 17300 Dallas Parkway Suite 1060
Dallas, TX 75248 United States
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$495.00

Wednesday February 5th Wednesday March 4th Wednesday April 1st Location BNY Mellon 6150 Sherry Ln, Dallas, TX 75225 8:00am-11:00am

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