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WiM Southern California | Principal Financial Seminar

WiM Southern California | Principal Financial Seminar

Wednesday, October 16, 2024
10:00 AM - 12:00 PM (PDT)
38 Seats Remaining

* Registration open until 10/15/24 at 5:00 PM (PST)

Event Details

Join WiM Southern California for a

Principal Financial Seminar

Date:
Wednesday, October 16, 2024  

Time:
10:00 a.m. - 12:00 p.m. PT

Location:
535 Anton Blvd
Conference Center 1st Floor
Costa Mesa, CA 92626

Join WiM Southern California for a panel event with Principal Financial! Join us for insights on:

  • Current strategies on working capital for manufactures.
  • How to make yourself bankable in times of economic uncertainty and high interest rates.
  • How your company entity/structure opens opportunities to better plan in current economic conditions.
  • How can you build wealth within and outside of your manufacturing business.
Panelists
  • Andrew Greber, CPA, MBA
  • Karen Lomas, MBA, AIF
  • Marjhey Johnson, Business Development Manager
  • William Chou, Commercial Banker, VP

Thank you to our event sponsors!
We can't wait to see you there!

For More Information:

Karen Lomas
Karen Lomas
Financial Advisor Principal® (626)538-1719

Thank you to our Sponsor!