2010 Annual Retreat

Facilitator: Dr. Lee Hausner, internationally recognized clinical psychologist, business consultant and family wealth advisor.

See 2010 Annual Retreat Flyer for more details.

Program:

Friday, October 8

9:00-9:15      Welcome and Introductions (DH Terrace 1, 2, 3)

9:15-10:15     Session I: Introduction to the challenges of family business succession… quantitative versus qualitative

10:15-10:30  Break

10:30-12:00 Session II: Overview of family business succession

12:00-1:00   Box Lunch (DH Terrace 4)

1:00-3:00     Session III: Roadblock to successful communication (DH Terrace 1, 2 & 3)

5:30-6:30     Cocktail Reception (Voyager Deck)

6:30-8:00    Dinner (DH Terrace 1, 2 & 3)

Saturday, October 9

7:00-9:00     Breakfast at your leisure (Shorebird Restaurant)

9:00-11:00    Session IV: The creation of a legacy family (DH Terrace 1, 2 & 3)

11:00-12:00  Q&A, Wrap Up, Close