Meeting Information
Thriving During COVID-19 and Beyond

Date:

May 04, 2021

Time:

3:30 PM - 5:00 PM

Location:

ZOOM MEETING

TIME ZONE: PDT

Directions:

You must register on The FENG website by noon, the Monday before the meeting, to receive the Zoom instructions. The time zone will not appear in the initial auto response you receive when you register. You will be sent the Zoom link late afternoon the day before the meeting. If you miss the deadline or do not receive the link (make sure you check your SPAM folder), please contact: Mark Johnson Phoenix Chapter Chair mjonhson@b2bcfo.com

Agenda:

Topic: Thriving During COVID-19 and Beyond.  How Your Business and Your Family Can Reach Heights You Never Even Imagined

Speaker: Chris Zeches, Managing Partner, Zeches Wealth Management

 

Presentation:

- Finding ways to productively manage the hard times for even greater success
- Review Chris’s Three Step process for both your business and personal life
- Review a Defined Benefit Plan option

Speaker's bio:

As Managing Partner of Zeches Wealth Management, Chris provides investment advisory, estate planning, and other wealth management services to high-net-worth families along with monitoring regulatory compliance for the firm.  He is a CERTIFIED FINANCIAL PLANNER™ professional.   Chris works specifically with business owners and senior staff members as their personal Chief Financial Officer.  Chris works with over one hundred and twenty successful business owners and families and knows the real-world pitfalls affecting people today. 

Chris graduated from the University of Notre Dame with a degree in Business Administration majoring in accounting.  While at Notre Dame, Chris was a four-year Monogram winner for the university’s swim team. Prior to joining Zeches Wealth Management, Chris worked for The Hartford in their Group Benefits division.
 

Meeting capacity:

300

Suggested Donation:

Free (Voluntary Contribution Welcomed)

For meeting information, please contact:

Mark Johnson

johnsonmarkr@gmail.com
(602) 882-3086
Attendees
8