2019 Calendar

January 24th - Social Media Prioritized! Epic Marketing - Nancy Dibert, CEO  Social media explained. Best platforms, how to use, how to track.

February 28th - 2018 Tax Reform Update Bumpers & Company - Doug Kook

Assessment of the 2018 Tax Code changes for small business


March 28th - Stop, Look & Listen - Crime in the Workplace Kennett Township      Chief of Police Lydell Nolt examines the ways businesses are vulnerable to crime and provides tips for prevention.


April 25th - Business Succession Planning - Financial Perspective - Diamond State Financial walks us through steps and options for transitioning your business to the next generation or owners.

May 23rd - Business Succession Planning - Legal Perspective - MacElree Harvey Ltd. presents the legal Point of View for successful succession planning. Protecting your plan and strategy is key!

June 27th - It's Never Too Soon - Investment Planning & Strategies - sponsored by the Kennett Young Professionals, Suzanne Heron of Lovett Advisors, LLC provides strategies and tools for creating sound investment strategies - no matter what the age!

July and August - We are taking a break for summer vacation. Be sure to continue to check our web site for new blog posts on a variety of topics designed to help you think differently about your business and personal wealth.

And join us again in September for our Boot Camp for Adult Children!

September 26th - Boot Camp for Adult Children - Wade Scott of The Delaware Elder Law Center offers us strategies for planning and caring for our aging family members.  

October 24th - "Moods and Markets" - Peter Atwater, President of Financial Insyghts and highly sought after financial expert details how investors can improve returns by using non-market indicators of confidence.

November 21st - Small Business Protections in a #Metoo World - Susan Fiorentino, Assoc Professor and Coordinator for the Master of Science in Human Resource Management program at West Chester University explains workplace liabilities and protections for small businesses.


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