Print Page   |   Your Cart   |   Sign In
phx :: small business development workshop series
View Registrations Tell a Friend About This EventTell a Friend

When: wednesday
4:00pm - 7:00pm
Where: Point of View Room
9875 N 85th Ave
Peoria, Arizona  85345
United States
Contact: Debbie Pearson
« Go to Upcoming Event List  

Your Business as Your Retirement Plan: Fact or Fiction?
Wednesday, February 16 from 4pm - 7pm

Only one out of six independent businesses are ever sold. If you're counting on selling your business as your retirement plan, you may be disappointed. Begin with the end in mind and identify the exit strategy that's right for you. Learn critical success factors and common pitfalls in exiting a business. We'll discuss different options, how to prepare for them, and ways to minimize the tax bite.

Speaker: Joyce Morningstar
Joyce Morningstar, PhD, is a Senior Wealth Manager at Dynamic Wealth Advisors, providing wealth management services and employee benefit solutions. Her firm, Transition Insights, LLC provides business transition consulting services. In a prior career, Dr. Morningstar gained extensive experience in business analysis working for a large chemical manufacturer, and then later consulting a variety of large and medium-sized companies. A lifetime member of a non-profit investor education organization, she's taught financial wellness through various community outreach programs beginning in the mid 1980's.

Get $5k-$20 in Free Marketing: Make 2016 Your Year for Success!

In Business Magazine

Use In Business Magazine as a tool to reach your customers for 2016. Through Print, Online, Social Media, Email & Events, you can realize an additional $5k to $20k in free advertising with In Business Magazine over 2016.


Small is the New Black


What's trending for 2016? Small Business! This year, resolve to support our local economy by "Thinking Small" at least one time each week! Need help finding a small biz? Visit! #ThinkSmallBiz


Allowing you to concentrate on what's really important.

Low and Johnson Inc.

We understand the insurance needs of locally-owned businesses because we're one, too. As an ASBA member backed by CNA, we're dedicated to helping small businesses like yours safeguard all you've worked so hard to build.



ASBA 101


Date: Held monthly
Time: Click to check times
Location: Phoenix or Tucson


ASBA Speed Networking


Date: Every 2nd Tuesday of the Month
Time: 3:00 PM - 4:30 PM
Location: Phoenix or Tucson

You're important to us and we want to help protect you

Mutual of Omaha

Protecting you and your family through the use of insurance products. Purchase an insurance policy with lower premiums and/or enhanced benefits not available to the general public.


Have questions on small business and health insurance?

Health Insurance

Get the latest on individual, sole proprietor, or group plans related to small business. We can help you find the right plan for you, and your employees. Click to learn more!


CopperPoint Insurance Companies

CopperPoint Mutual

CopperPoint Insurance is Arizona's premiere provider of workers compensation insurance. We've been providing coverage and advocating for Arizona businesses, small and large, throughout the state since 1925.


Association Management Software Powered by YourMembership  ::  Legal