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BEGIN:VEVENT
DTSTART:20250507T124500Z
DTEND:20250507T170000Z
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SUMMARY:Joint CEO Peer Group Session
DESCRIPTION:CEO & Rising CEO Peer Groups Unite! \n\n\n\nJoin us for this very interactive and informative half day session. We'll start with Mythbusters and end with an illuminating discussion on hiring Veterans as a tool to solve the talent issues many of you are facing.\n\n\n\n8:45 am - Check - in\n\n9:00 am - Our friends from Windsor Advisory Group will cut through the noise and provide a refreshingly honest assessment of wealth management and estate planning. This interactive session will debunk common myths and provide practical guidance for executives making critical financial decisions.\n\n Understanding how your financial advisors are compensated and how it impacts their recommendations\n Why rushing to use your lifetime tax exemption may be counterproductive\n Evaluating alternatives to trusts in estate planning\n Common misconceptions about life insurance as an investment vehicle\n\n10:30 am Break \n\n \n\n10:45 am - Small Group Discussions\n\n Groups of 4 with one CEO anchor\n\n Each table has a topic/theme\n\n 20 minutes at each table then rotate (3 rotations)\n\n \n\n11: 45 am - Lunch & Veteran Hiring Discussion\n\nCorey Reiser from School of Grit is a 10-year Army captain who now works with transitioning veterans in myriad ways. He will discuss how they promote pathways to financial freedom\, their Skill Bridge program\, and ways for businesses to hire from and retain this highly qualified\, disciplined\, and motivated labor pool. \n\n\n\n1:00 pm - Adjourn
X-ALT-DESC;FMTTYPE=text/html:CEO &\; Rising CEO Peer Groups Unite! \;
\n
\nJoin us for this very interactive and informative half day session. \; We'\;ll start with Mythbusters and end with an illuminating discussion on hiring Veterans as a tool to solve the talent issues many of you are facing.
\n
\n8:45 am - Check - in
\n9:00 am - Our friends from Windsor Advisory Group will cut through the noise and provide a refreshingly honest assessment of wealth management and estate planning. This interactive session will debunk common myths and provide practical guidance for executives making critical financial decisions.\n\n - Understanding how your financial advisors are compensated and how it impacts their recommendations
\n - Why rushing to use your lifetime tax exemption may be counterproductive
\n - Evaluating alternatives to trusts in estate planning
\n - Common misconceptions about life insurance as an investment vehicle
\n
\n10:30 am Break \;
\n \;
\n10:45 am - Small Group Discussions
\n \; \; \; \; \; \; \; \; \; \; \; \; \; Groups of 4 with one CEO anchor
\n \; \; \; \; \; \; \; \; \; \; \; \; \; Each table has a topic/theme
\n \; \; \; \; \; \; \; \; \; \; \; \; \; 20 minutes at each table then rotate (3 rotations)
\n \;
\n11: 45 am - Lunch &\; Veteran Hiring Discussion
\nCorey Reiser from School of Grit is a 10-year Army captain who now works with transitioning veterans in myriad ways. He will discuss how they promote pathways to financial freedom\, their Skill Bridge program\, and ways for businesses to hire from and retain this highly qualified\, disciplined\, and motivated labor pool. \;
\n
\n1:00 pm - Adjourn
\n \;
LOCATION:Ohio Dominican University Griffin Student Center - ROOM 258-260 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard.
UID:e.9081.8124
SEQUENCE:3
DTSTAMP:20260504T073355Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/joint-ceo-peer-group-session-8124
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