Irvine • Dallas

WealthWise 2020 Summit

Business Owner Summit Recordings

Presented by WealthWise Financial

Succession: Seven practices to navigate mission-critical leadership transitions

Presented by:

  • Peter Greer, CEO Hope International

Different Avenues to Exit


  • Robert Connolly, Associate & Dora Lanza, Co-Founder and Principal Plethora Businesses

  • Drew Adams, President Stone Creek Capital

  • David Goldenberg, Founding Partner VLP Law Group

  • Pete Prodoehl, VP Principal Financial Group

Executing the Transaction


  • Kimberly Wright, ESQ, Partner & Jessica Monroe, ESQ, CPA, Partner Revolve Law Group

  • Fred Whitaker, P.C., Senior Partner, Managing Partner Cummins & White, LLP.

  • Michael Yi, SAS, CPA, TEP, MBA, Managing Partner Newport Valuations, Inc.

  • Mike Chambers, Executive Vice President, Chief Banking Officer, Partner Bank of California

Economic and Market Update


  • Claus te Wildt, Senior VP, Capital Market Strategy at Fidelity Investments

  • David Bridges, Senior Geopolitical and Security Advisor at Fidelity Management and Research Company

Retirement Income Strategies for Business Owners

Presented by:

  • Loreen Gilbert, CEO and Founder WealthWise Financial