Part III: Tuesday, January 21, 2014

“Honey, I’m Home”

Featuring keynote speaker Dr. Robert Delamontagne, entrepreneur and business owner.

Dr. Delamontagne is a leading expert on retirement issues and author of “The Retiring Mind” and “Honey, I’m Home.” His presentation on the psychological dynamics of retirement addresses the following:

• Why successful individuals often struggle in retirement
• Most common mistakes made in retirement and how to avoid them
• Insights and actions to help ensure a happy retirement

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Part II: Tuesday, September 24, 2013

“Getting the Deal Done”

Featuring keynote speaker Mr. Tom D. Harris, Partner in the Mergers and Acquisitions and Family Office Groups at Haynes & Boone

Mr. Harris has more than 20 years’ experience in acquisitions and divestitures. He has represented both buyers and sellers in public and private sale-of-business transactions. His presentation addresses practical issues in selling a business, including various deal structures and their consequences.