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BAPinar: 3 Ways to Move Forward in this Challenging Business Environment

October 16 @ 12:00 pm - 1:00 pm


Three Ways to Move Forward in this Challenging Business Environment

There is no doubt that the events of 2020 have created a very challenging climate for businesses of all sizes and types.  Faced with adversity, why do some businesses fold while others surge and even thrive?  The answer, of course, is that the latter group adapts and leans-in to the changing conditions.  They fine tune aspects of their businesses and investments to make/save more money.

Please join Austin’s Business Advisory Professionals at 12 Noon on Friday, October 16th for a 1-hour webinar discussion on how you can move forward in this challenging environment.

Click Here to Register: https://zoom.us/webinar/register/WN_hP5gMqnXQjGjC8CvBVN5Ig

Agenda: This panel discussion will include industry experts who will provide you with guidance and tips on topics that affect you today, such as:

  • Economic Update: Navigating These Turbulent Waters
  • 5 Mistakes Companies Make with Their 401(k) Plans
  • Exit Strategies for Business Owners: Do You Know Your Options?

Speakers: The industry experts on the panel include:

  1. Stephanie Emory – Financial Advisor with Edward Jones.
    • During her tenure as Operations Manager/VP at several Austin businesses, Stephanie honed her ability to align resources with goals.   She enjoys getting to know what is really important to people who are passionate about their businesses and helping them develop strategies to align their personal finances with their goals.
  1. Greg Gaynier, AIF, CPFA, and VP of Retirement Plans at Echelon Financial Group
    • Greg is a seasoned leader with over 38 years of financial services experience, the last 24 focused exclusively working with institutional retirement plans.  He delivers strategies, systems, and services for managing qualified retirement plans.  He develops strategies that help solve employer problems, manage fiduciary risk and work towards improving stakeholder outcomes.  He implements systems which are designed to simplify plan management, limit fiduciary liability, and improve employee engagement.
  1. Lindsey Conner – Director of Brokerage at TMV Business Group, a full-service business brokerage and business advisory firm specializing in small-to-midsize businesses and well-established lower middle-market private entities.
    • After dedicating more than a decade of her career to wealth management for large financial firms like J.P. Morgan Asset Management, Lindsey has chosen to focus on helping business owners understand the financial value of their companies and realize their goals through growth or with an exit.

Click Here to Register: https://zoom.us/webinar/register/WN_hP5gMqnXQjGjC8CvBVN5Ig

We look forward to connecting with you.


October 16
12:00 pm - 1:00 pm
Event Category:


Business Advisory Professionals