Session Type: Pre Convention Workshop
Location
Location: Convention Center
Available Dates & Times
Description
| Very few business owners are prepared for retirement when it gets here. Planning does not mean using the sale of your business to create your net worth. This program explains how to project net worth and discusses strategies and alternate assets to accumulate monies in order to plan for a safe and secure retirement. |
Speaker
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R. David O’Brien
Dave is a graduate of California State University at Chico, California. He is a founding member of Weber O’Brien Ltd. His primary focus is in the construction industry. He has an extensive background in assurance and accounting with emphasis in real estate and construction contractors. In order to deliver cutting edge solutions to his clients, Dave draws upon an arsenal of knowledge, experience and educational certifications. Dave is a CPA and a member of the American Institute of Certified Public Accountants (AICPA), Nevada Society of Certified Public Accountants (NSCPA), and the Ohio Society of Certified Public Accountants (OSCPA). Dave is also a member of Construction Industry CPA’s Consultants Association (CICPAC), and the Construction Financial Management Association (CFMA). He has chaired as Treasurer for the Construction Financial Management Association and has served on the Board of Ohio Society of CPA’s Contractor Committee, and Home Builders Association of Toledo Investment Committee and Education Committee.