Mize Finance Meeting

Exclusive to McDonald's Owner/Operators.

Sponsors

Lender Sponsors

Partner

Speakers

Dr. Christopher Kuehl, PhD
Managing Director Armada Corporate Intelligence
Eric Merkey
CPA Shareholder QSR Mize CPAs Inc.
Andrew Spikes
CPA, Shareholder McDonald's Practice Mize CPAs Inc.
Brent Rill
CPA, Shareholder McDonald's Practice Mize CPAs Inc.
Kerri Reisdorff
Shareholder Ogletree Deakins
Charlie Koch
Wealth Advisor Prism Financial Group
Steven Baerson
Partner Williams & Baerson LLC
Carol Casale
CPA/ABV, CVA, Shareholder Mize CPAs Inc.
Rhamneek Bhasin
Cofounder & President NextForce
Alicia Pounds
CEO and Founder TRUST Consulting Group
Zac Walters
Zac Walters
VP of Membership California Asset Management

Agenda

8:00 AM - 9:00 AM

Breakfast

9:00 AM - 9:15 AM

Welcome

Mize 2021 Finance Meeting

Carol Casale

9:15 AM - 10:15 AM

The Good, Bad, and Ugly of the 2021 Economy

Mize 2021 Finance Meeting

Dr. Christopher Kuehl, PhD

10:15 AM - 10:35 AM

Break

10:35 AM - 11:20 AM

SBO - What You Need to Know

Mize 2021 Finance Meeting

Steven Baerson

11:20 AM - 12:25 PM

Mize Collaborations and Tax Update

Mize 2021 Finance Meeting

12:25 PM - 12:45 PM

Planning for Retirement

Mize 2021 Finance Meeting

Charlie Koch

12:45 PM - 2:00 PM

Lunch

4:00 PM - 5:30 PM

NextGen Social

6:00 PM - 10:00 PM

Dinner & Dancing

Contact information