Full Breakfast Buffet and Networking Opportunity

Guests Move to Presentation Space

Welcome and Introduction – Salvatore M Capizzi

State of the Company & Industry – Jeffrey Dunham

Refreshment and Networking Break

Portfolio Manager – Introduction by Rob Pancrazi

Understanding the Opportunity in Liquidity Planning – Salvatore M. Capizzi

Joe Strazzeri Esq.

Lunch

Guests Move to the Presentation Space

Battling the PACMAN Portfolio, Rebecca Pearson MC for Next Group of Speakers

ESOP

Creating Liquidity Without Losing Control

Private Equity – Two Bites at the Apple

Refreshment and Networking Break

Setting Trusts Before the Exit – Ann Rosevear, J.D., President & Chief Trust Officer | Dunham Trust Company

Introduction of Keynote Speaker – Shawn Waltz

Keynote: Mark Shaefer

Free Time

Gather at Andaz Hotel Entrance

Depart for Dinner at Water Grill

Dinner at the Water Grill and Award Ceremony

Full Breakfast Buffet and Networking Opportunity

Guests Travel to the Studio Space

Recap of Prior Day and Intro to Exit Planning with Eugene Choi

Exit Planning speaker on Enterprise Value

Refreshments and Networking break

Tamara Wendoll

Sarano Kelley

Lunch and checkout

Guests Travel to the Studio Space

Portfolio Manager – Joe Dinaso Intro

Life after the SECURE Act – Gain Large assets through IRA Planning – Ann Rosevear

Refreshments and Networking Break

Introduction of Keynote Speaker – Rex

Keynote: Scott Keffer

Closing Comments and Dunham Advisory Board Ends - Salvatore M. Capizzi