June 2017 Meeting (with Membership Orientation)

June 21, 2017
6:00 PM - 8:30 PM
 Add to Calendar

Century Stereo
450 El Paseo De Saratoga
San Jose, CA 95130
Venue website
 Directions

Thank you to our venue host, Century Stereo, and to those members and guests who attended. Our June 21 Chapter Meeting included the panel of Iris Harrell and Lisa Sten of Harrell Remodeling, Chuck Mollet, CPA, Chris Donatelli, and Humberto Barrios of Barrios Wagner Builders who discussed their personal experiences and advice on business exit strategies and retirement options. Topics included employee ownership, transitioning, best business types for exit planning, and how to maintain post-exit relationships. Monthly Chapter Meetings are open to all members and prospective members. Come earn 1 of your Meta participation credits or a CEU!

Sorry if you were unable to attend, but look below to see what you missed...

To see more photos, please visit our Facebook page.

 


 

Members, just a reminder that the 2017 general membership dues deadline is July 1st!* As you login to register for this meeting, you can pay your dues too! For more details about your dues and how to submit, check your inboxes for an email from the NARI office with the subject line that starts - "Let's Continue This Investment..." Contact the NARI office at info@narisv.org if did not successfully receive the email sent to the primary contact or would like the email resent. (*this deadline does not apply to first year members)

2017-2018 Dues Deadline

Membership Orientation

This can be a great way to learn more about NARI membership and what it can do for you. Then feel free to mix and mingle with people before the dinner and program begins.

If you would rather wait until your next meeting, that's just fine. We will continue offering Orientations at each monthly chapter meeting.

If interested in attending, can either select the option during registration or email the NARI-SV office at info@narisv.org.


Topic: Exit Strategies (Retirement)

Summary: Do you have a sound exit or contingency plan? How far ahead have you thought out your business future? At our June NARI meeting we will talk about thinking past today into tomorrow and developing a sound strategy for your business. Whether you are close to retirement or just starting out, plan your business and plan your life. Join us on June 21.

Speakers: Clay Nelson (Moderator), Iris Harrell/Lisa Sten, Chuck Mollet ,CPA, and Humberto Barrios.

Generously Sponsored by: Century Stereo