February 2020 Dinner & Past Presidents Meeting
Date: Monday, February 24, 2020
Time: 5:30pm - 8:00pm
Location: Mariani's Restaurant - 2500 El Camino Real, Santa Clara
Speaker: Jim Brown, ASA, CFP® & Expert Panel
WE'RE BACK AT MARIANI'S!
Please join us for the February dinner meeting to honor Past Presidents and learn from valuation experts.
Premier Member - No Fee (included in membership dues)
Past President - Complimentarty Registration in February
Regular Member & Annual Sponsor - $50
Guest - $65 (NOTE - guests may attend two meetings max per season)
$5 late fee applies after February 16
5:30 - Reception & Networking (cash bar)
6:00 - Dinner Buffet
6:30 - Past Presidents Recognition & Sponsor Presentations
7:00 - Program
Valuation Discounts: Where We've Been, Where We're Going presented by Jim Brown, ASA, CFP® & Expert Panel
This one-hour program will review the types of appraisal specialties including Business, Personal Property, Gem & Jewelry, Machinery & Equipment and Real Property. A panel of valuation experts led by Jim Brown will review cases in each of these disciplines and share what to look out for in appraisals of certain types of property.
Jim is a partner in the accounting firm, Perisho Tombor Brown PC, where he heads their Business Valuation and Management Consulting Group. Jim is an Accredited Senior Appraiser in business valuation awarded by the American Society of Appraisers and a CERTIFIED FINANCIAL PLANNER. He specializes in business valuation along with management and financial consulting, including executive mentoring, profitability improvement techniques and family wealth transfer strategies.
Registration opens soon.
Contact Council Executive, Stacie Sarasio
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