Name:
Joint CEO Peer Group Session
Date:
May 7, 2025
Time:
8:45 AM - 1:00 PM EDT
Registration:
Register Now
Event Description:
CEO & Rising CEO Peer Groups Unite!
Join us for this very interactive and informative half day session. We'll start with Mythbusters and end with an illuminating discussion on hiring Veterans as a tool to solve the talent issues many of you are facing.
8:45 am - Check - in
9:00 am - Our friends from Windsor Advisory Group will cut through the noise and provide a refreshingly honest assessment of wealth management and estate planning. This interactive session will debunk common myths and provide practical guidance for executives making critical financial decisions.
10:45 am - Small Group Discussions
Groups of 4 with one CEO anchor
Each table has a topic/theme
20 minutes at each table then rotate (3 rotations)
11: 45 am - Lunch & Veteran Hiring Discussion
Speaker TDB
1:00 pm - Adjourn
Join us for this very interactive and informative half day session. We'll start with Mythbusters and end with an illuminating discussion on hiring Veterans as a tool to solve the talent issues many of you are facing.
8:45 am - Check - in
9:00 am - Our friends from Windsor Advisory Group will cut through the noise and provide a refreshingly honest assessment of wealth management and estate planning. This interactive session will debunk common myths and provide practical guidance for executives making critical financial decisions.
- Understanding how your financial advisors are compensated and how it impacts their recommendations
- Why rushing to use your lifetime tax exemption may be counterproductive
- Evaluating alternatives to trusts in estate planning
- Common misconceptions about life insurance as an investment vehicle
10:45 am - Small Group Discussions
Groups of 4 with one CEO anchor
Each table has a topic/theme
20 minutes at each table then rotate (3 rotations)
11: 45 am - Lunch & Veteran Hiring Discussion
Speaker TDB
1:00 pm - Adjourn
