Events

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

2nd Chance Webinar with Dan "The ESOP Man" Zugell

Daniel M. Zugell is the Director/Senior Vice President of BTA, Inc., with a wealth of hands-on and management experience spanning many financial service disciplines. Dan's expertise includes forming MetLife's ESOP program and being Director of MetLife's Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B. A from Grove City College has earned several advanced financial designations and is a member of The ESOP Association, the National Center for Employee Ownership, The Estate Planning Council, and the Society of Financial Service Professionals. Dan is also an Ambassador for the Pennsylvania Center for Employee Ownership.

2nd Chance Webinar with Dan "The ESOP Man" Zugell

Daniel M. Zugell is the Director/Senior Vice President of BTA, Inc., with a wealth of hands-on and management experience spanning many financial service disciplines. Dan's expertise includes forming MetLife's ESOP program and being Director of MetLife's Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B. A from Grove City College has earned several advanced financial designations and is a member of The ESOP Association, the National Center for Employee Ownership, The Estate Planning Council, and the Society of Financial Service Professionals. Dan is also an Ambassador for the Pennsylvania Center for Employee Ownership.

Family Fest 2023

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.

Cedar Gate Leadership Forum

Join us at The Cedar Gate for a powerful morning of leadership training with our featured speakers and enjoy conversations with like-minded leaders. This forum is free of charge, so please invite a guest!  Keynote Speaker: Dr. Lew Sterrett, Leaders by Heart Keynote Business: Gary Bridwell, Ditch Witch Keynote Non-Profit Speaker: Nolan Peek, Museum of the Bible  Speakers not associated with Legacy & Succession. 

Breakfast for Business Owners

Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.