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WHERE YOU'VE HEARD AMY

Event for 20 Group

ARVC Outdoor Hospitality Conference and Expo
Raleigh
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Executive Women in Agriculture Convention
Chicago

Top Producer Seminar
Chicago

CARVC Conference and Expo
Myrtle Beach

Wisconsin Association of Campground Owners Convention & Trade Show

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No recent Family Wealth Management posts, but you might be interested in: Family Relationships Family Business Planning Action Planning Business Continuation

CARVC 2017 Convention

By: Amy Wirtz I am happy to announce that I will be speaking at the CARVC 2017 Convention in Myrtle Beach.  I will be teaching two seminars and meeting a wonderful group of business owners. Everyone knows that you “should” prepare for transition of the business to the...

Outdoor and Hospitality Conference and Expo 2016

By: Amy Wirtz I am excited to announce that I will be presenting at the 2016 Outdoor and Hospitality Conference and Expo in Fort Worth, Texas next week. I will be teaching two seminars and working with a great group of business owners. Many business owners know they...

Are Your Advisors Technicians or Advisors?

By: Amy Wirtz I had a client describe the difference between a hiring a technician and an advisor just last month. We will call this client Mr. Jacobs. Mr. Jacobs called me to tell me about a hiccup he had with his new accountant. He was reviewing his end of the year...

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