Client Events & Webinars

We regularly host events, webinars and other presentations to keep you informed on important topics. Stay up to date on the latest and greatest by checking this page frequently.

Many of our past webinars and presentations are now available on-demand! Get informed at your leisure and enjoy these on-demand presentations.

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Upcoming Events

Exit Planning Seminar: In person and Online!

Wednesday, June 5 at 12:00 p.m.

Carson Wealth
6955 S Union Park Center, Ste 250 Cottonwood Heights, UT 84047

You know your business has value, but will a potential buyer see the same value? Selling or exiting your business can feel daunting and overwhelming. As Certified Exit Planner Advisors (CEPA) we have a proven process to help you identify the current and potential value of your business. We can help you develop a clear path to prepare you, and your business, for future business transactions and possibilities.

Join us for an engaging 1-hour workshop with Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA, Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA, Mergers & Acquisitions Professional with Business Sales Group as they share Exit Planning essentials they have learned from working with many business owners over decades.

Lunch will be available for those attending in person.

Attend In-Person   |   Attend Online

Rick Krebs is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Rick Krebs is in no way related to Cetera Advisor Networks LLC or its registered representatives.

Webinars

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