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Tuesday, March 31 Webinar 9:00—10:00 am What You Need to Know about the NEW Smulus Money Available to Family Businesses Featuring Mario Vicari Kreischer Miller Thursday, April 2 Webinar 9:00—10:00 am What Every Family Business Needs to Know about Paid Leave: the FFCRA and CARES Act Featuring Jon Samel & Ethan O’Shea, HRMML Tuesday, April 7 Webinar 9:00—10:00 am What’s Up (or Down) with the Stock Market, My Rerement Plans & My Estate Plan? Featuring Mike Maransky, Fox Rothschild and Ian Meierdiercks, IM Wealth Tuesday, April 14 Webinar 9:00—10:00 am Beyond Survival: How to Adapt Your Family Business For Sustainability Featuring Paula Barre and Ryan Hurst, RKL Thursday, April 9 Webinar 9:00—10:00 am Responding to Your COVID Related Family Business Quesons Featuring Robert Nagle and Mike Meehan, Fox Rothschild LLP 2020 Theme: Building Emoonal Agility With Appreciaon to our Educaonal Sponsors Seang is limited, so register today! To register, call Beth at 215.723.8413 or email [email protected] FORUMS, Best Pracce Events and Webinars Securies offered through SA Stone Wealth Management Inc. Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc. Tuesday, April 21 Webinar 2:00—3:00 pm Planning and Managing PPP Loan Forgiveness for Family Businesses Featuring Mario Vicari Kreischer Miller Friday, May 1 Webinar 9:00—10:00 am Roles, Boundaries & Resilience in Our Families Featuring Sally Dersne and Jared Byas, DVFBC Thursday, May 14 Webinar Forum 9:0 – 10:30 am Leadership Agility in the Face of Complexity & Uncertainty Featuring Greg McCann Founder, McCann & Associates Thursday, September 17 Breakfast Workshop 8:00 – 11:00 am Calvary Church Souderton, PA Building Emoonal Agility in Your Families & Businesses Featuring Sally Dersne and Jared Byas, DVFBC Wednesday, October 21 Best Pracce Event 8:30 – 10:00 am RKL, Wyomissing, PA How to Increase the Value of Your Business Featuring Paula Barre, RKL and Jeff Green, Proxus

2020 Theme: Building Emotional Agility · Jon Samel & Ethan O’Shea, HRMML Tuesday, April 7 Webinar 9:00—10:00 am ... Ryan Hurst, RKL Thursday, April 9 Webinar 9:00—10:00 am

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Page 1: 2020 Theme: Building Emotional Agility · Jon Samel & Ethan O’Shea, HRMML Tuesday, April 7 Webinar 9:00—10:00 am ... Ryan Hurst, RKL Thursday, April 9 Webinar 9:00—10:00 am

Tuesday, March 31 Webinar

9:00—10:00 am

What You Need to Know about the NEW Stimulus

Money Available to Family Businesses

Featuring

Mario Vicari Kreischer Miller

Thursday, April 2

Webinar 9:00—10:00 am

What Every Family

Business Needs to Know about Paid Leave: the FFCRA and CARES Act

Featuring

Jon Samel & Ethan O’Shea,

HRMML

Tuesday, April 7

Webinar 9:00—10:00 am

What’s Up (or Down) with

the Stock Market, My Retirement Plans & My

Estate Plan?

Featuring

Mike Maransky, Fox Rothschild and Ian Meierdiercks,

IM Wealth

Tuesday, April 14 Webinar

9:00—10:00 am

Beyond Survival: How to Adapt Your Family

Business For Sustainability

Featuring

Paula Barrett and Ryan Hurst,

RKL

Thursday, April 9

Webinar 9:00—10:00 am

Responding to Your COVID

Related Family Business Questions

Featuring

Robert Nagle and Mike Meehan,

Fox Rothschild LLP

2020 Theme: Building Emotional Agility

With Appreciation to our Educational Sponsors

Seating is limited, so register today! To register, call Beth at 215.723.8413 or email [email protected]

FORUMS, Best Practice Events and Webinars

Securities offered through SA Stone Wealth

Management Inc. Member FINRA and SIPC.

Advisory Services offered through SA Stone

Investment Advisors Inc.

Tuesday, April 21 Webinar

2:00—3:00 pm

Planning and Managing PPP Loan Forgiveness for

Family Businesses

Featuring

Mario Vicari Kreischer Miller

Friday, May 1

Webinar 9:00—10:00 am

Roles, Boundaries &

Resilience in Our Families

Featuring

Sally Derstine and Jared Byas,

DVFBC

Thursday, May 14

Webinar Forum 9:0 – 10:30 am

Leadership Agility in the

Face of Complexity & Uncertainty

Featuring

Greg McCann Founder, McCann &

Associates

Thursday, September 17

Breakfast Workshop 8:00 – 11:00 am Calvary Church

Souderton, PA

Building Emotional Agility

in Your Families & Businesses

Featuring

Sally Derstine and Jared Byas, DVFBC

Wednesday, October 21

Best Practice Event 8:30 – 10:00 am

RKL, Wyomissing, PA

How to Increase the Value

of Your Business

Featuring

Paula Barrett, RKL and Jeff Green, Proxus