Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

November 2019

ORT | Dallas, Texas | Oct 1 – Oct 8 2019

November 13 @ 8:00 am - 12:00 pm
17300 Dallas Parkway, Suite 1060, Dallas, TX 75248, 17300 Dallas Parkway Suite 1060
Dallas, TX 75248 United States
+ Google Map
$495.00

October 1st 8:00am - 12:00pm (Registration at 7:30am) Stage 1: Identify Value ( Understand your business value and how it compares to your industry) Stage 2: Protect Value (De-risk your business to protect current value) October 3rd 8:00am - 12:00pm Stage 3: Build Value (Implement changes to improve value) Stage 4: Harvest Value (Identify succession options and tax efficiency) October 8th 8:00am - 10:00pm Stage 5: Manage Value (Secure future income and lifestyle) Location Rockgate 17300 Dallas Parkway, Suite 1060…

Find out more »

December 2019

ORT | Rancho Santa Fe, CA | Dec 10 2019

December 10 @ 7:30 am - 9:30 am
Corporate Alliance
$950

December 10th - 1x/month, 5 months Stage 1: Identify Value ( Understand your business value and how it compares to your industry) Stage 2: Protect Value (De-risk your business to protect current value) Stage 3: Build Value (Implement changes to improve value) Stage 4: Harvest Value (Identify succession options and tax efficiency) Stage 5: Manage Value (Secure future income and lifestyle) Time: 7:30am - 9:30am  Location: Corporate Alliance 

Find out more »

January 2020

ORT | Dallas, Texas | Jan 14 – Jan 28 2020

January 14, 2020 @ 7:30 am - 10:00 am
17300 Dallas Parkway, Suite 1060, Dallas, TX 75248, 17300 Dallas Parkway Suite 1060
Dallas, TX 75248 United States
+ Google Map
$495.00

January 14th Stage 1: Identify Value ( Understand your business value and how it compares to your industry) January 16th Stage 2: Protect Value (De-risk your business to protect current value) January 21st Stage 3: Build Value (Implement changes to improve value) January 23rd Stage 4: Harvest Value (Identify succession options and tax efficiency) January 28th Stage 5: Manage Value (Secure future income and lifestyle) Time & Location Rockgate 17300 Dallas Parkway, Suite 1060 Dallas, Texas 75248 7:30am - 10:00am

Find out more »

February 2020

ORT | BNY Mellon | Feb 5 – April 1 2020

February 5, 2020 @ 8:00 am - April 1, 2020 @ 11:00 am
6150 Sherry Ln, Dallas, TX 75225, 17300 Dallas Parkway Suite 1060
Dallas, TX 75248 United States
+ Google Map
$495.00

Wednesday February 5th Wednesday March 4th Wednesday April 1st Location BNY Mellon 6150 Sherry Ln, Dallas, TX 75225 8:00am-11:00am

Find out more »
+ Export Events