About this Event
As a trusted advisor—or a business owner approaching a sale or succession — join us for a candid conversation on the strategies that separate a good exit from a great one.
Event Overview (scroll below for featured speakers, key topics, and a full agenda):
- 11:30 AM: Arrival and Check-In
- 11:45 AM: Welcome and Introductions
- 12:00 PM: Presentations
- 1:00 PM: Closing and Q&A
Lunch will be provided. Seating is limited.
RSVP Today!
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This event includes hosted third-party presentations. The views, opinions, and information presented by the guest speakers are solely those of the presenter as of the date of the publication, may change in response to changing circumstances and market conditions, and do not necessarily represent the views of Allworth Financial, LP.
Agenda
🕑: 11:30 AM - 11:45 AM
Arrival and Check-In
🕑: 11:45 AM - 12:00 PM
Welcome and Introductions
Host: Simone Devenny JD, Head of Private Wealth Strategies
🕑: 12:00 PM - 12:30 PM
Keynote Speaker
Host: Scott Hanson, CFP®, Co-Founder, Allworth Financial
Info: Balancing Price, Terms & Legacy
🕑: 12:30 PM - 01:00 PM
Presenters from Farhang & Medcoff Attorneys
Host: Travis Tufts, Partner, Farhang & Medcoff
Info: Legal Considerations in a Business Sale and Estate, Tax & Legacy Planning
🕑: 01:00 PM - 01:15 PM
Closing Presentation
Host: Blake Davelaar, CFP®, Financial Advisor
Info: Converting Sale Proceeds into Lasting Income
🕑: 01:15 PM - 01:30 PM
Q&A
Event venue & nearby stays
Arizona Inn, 2200 East Elm Street, Tucson, United States
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