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2024 Leadership Conference

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Date and Time

Saturday, November 9, 2024, 8:00 AM until 1:00 PM

Location

Wealth Enhancement Group
5599 San Felipe, Ste, 900
Houston, TX 77056
USA

Event Contact(s)

Lynnette D Okwuonu

Registration Info

Registration is required

Payment In Full In Advance Only

About this event

2024 Leadership Conference
4 hours CPE
Location: Wealth Enhancement Group

5599 San Felipe, Suite 900

Houston, TX 77056

Early bird pricing: Members $100/ Non-members $120
After 10/27/24: Members $125/ Non-members $145

Saturday, November 9, 2024
8:00 a.m. to 1:00 p.m.
Prerequisites - None

Pricing includes breakfast and the book authored by Carol Enneking- "The Rebalancing Act: Wisdom from Working Women for Success that Matters"

Learning Objectives:

Session One- Carol Enneking.
Participants will learn how to manage workplace issues to balancing priorities, career development and leading a fulfilling life.

Session Two - Alicia Goodrow
Participants will understand what both buyers and sellers of businesses should know to avoid disappointments.

Session Three -Christina Doherty, JD, CPA

Overview of the anticipated large transfer of wealth expected in the next 20-30 years.
Explore how strategic financial planning and decision-making impacts both the generation passing down wealth and the next generation receiving it.
Examine how this expected transfer of wealth may disproportionately impact women.

Agenda:

8:00-8:30 Registration and Breakfast

8:30-8:40 Announcements/introductions

8:40-10:20 1st session - Carol Enneking, Author of "The Rebalancing Act:

Wisdom from Working Women for Success that Matters"

10:30-10:50 Break/Networking

10:50-11:40 2nd session - Alicia Goodrow, Founder of Goodrow Law, PLLC -

“Handing over the Baton – Business Sales Basics from the Legal

and Tax/Accounting Perspective” (What both buyers and sellers of

businesses should know to avoid disappointments)

11:40-11:50 Break/Networking

11:50-12:40 3rd session - Christina Doherty, President of AAA-CPAs, VP and Director of
Financial Planning at FCA Corp - “Women and Wealth: Navigating the
Generational Wealth Shift”

12:40-12:50 Closing Remarks

12:50 - 1:00 CPE Certificates Distributed/Adjournment