Events

Upcoming Events

July 15, 2026

8:00a - 10:00a

ONE PRUDENTIAL PLAZA - TBD

3rd Wednesday of the Month - Business Owners' Workshop Series (July)

[ Please click on the title for description ] The July workshop on Exploring the Sale Side M&A as an Exit Strategy was rescheduled for August. 

Securities offered through LPL Financial. Member FINRA/SIPC

Copyright 1997 - 2026 – LPL Financial. All Rights Reserved.

Past Events

June 24, 2026

8:00a - 10:00a

ONE PRUDENTIAL PLAZA - "Ribbon Studio" Meeting Room

Last Wednesday of the Month with Gabe - Business Owners Workshop Series (June)

[ Please click on the title for description ] We've created a safe space where business owners can step out of the day-to-day and focus on what truly matters, without pressure or expectation. Because at some point, every business owner exits. And the difference between outcomes is rarely luck - it's alignment: the right strategies, timing, and guidance working together. This month, we will explore ESOPs as an exit strategy. Join us and experience it firsthand. Reserve your seat.

Securities offered through LPL Financial. Member FINRA/SIPC

Copyright 1997 - 2026 – LPL Financial. All Rights Reserved.

May 27, 2026

7:00a - 9:00a

ONE PRUDENTIAL PLAZA - "The Cloud Gate Hub"

Last Wednesday of the Month with Gabe - Business Owners Workshop Series (May)

We’ve created a space where business owners can step out of the day-to-day and focus on what truly matters—without pressure or expectation. Because at some point, every business owner exits. And the difference between outcomes is rarely luck—it’s alignment: the right strategies, timing, and guidance working together. If you’ve ever wondered how similar businesses can exit with vastly different results, this conversation is for you. Join us this month and experience it firsthand. Reserve your seat.

Securities offered through LPL Financial. Member FINRA/SIPC

Copyright 1997 - 2026 – LPL Financial. All Rights Reserved.

Event Registration

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