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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