top of page
aomran7

Upcoming Presentations in Our Friday Coffee Series

Below is a list of our upcoming virtual presentations. Clicking on the Topic and Link to Register for the presentation to go to the registration page for the event you are interested in. Once you register for a presentation you will receive invitations for all future presentations.

Click here, to see past presentations available on the PRG YouTube Channel. Click here, to sign up if you are not on our mailing lists and we will keep you posted of all upcoming PRG events.


2025

Guest Speaker

Topic and Link to Register

January 7

Luke Yengo Financial Planner

Financial planner and investment advisor within Continuum Consulting Group in Irvine, CA. Education is at the core of the services that Luke offers. He spends the necessary time not only developing, but properly explaining the financial plans he builds, and prides himself in his education-based approach. Along with a disciplined planning process centered around clarity and education, Luke holds monthly seminars educating the community on relevant financial planning topics.

Proactive Tax Strategies for the Year Ahead

  • Roth IRA Conversions and timing them strategically

  • Back Door and Spousal IRA strategies for eligible individuals

  • Tax-Efficient Investments in non-retirement accounts

January 24

Glenn Snyder Coach / Professor Glenn Snyder has over 20 years of FP&A experience and 8 years in corporate strategy, having worked with firms like Visa, Franklin Templeton, and Schwab. Most recently, he was Interim VP of FP&A at Vacasa. He has also taught finance at UCLA and San Francisco State, published a novel, and spoken at several industry conferences.

Partnering with Empathy – How to Build Trust with Your Business Partners

  • Learn how to leverage empathy for building partnerships.

  • How to use empathy in communications, analysis, and setting agendas.

  • Best practices for maintaining partnerships and not letting them slip to one-way interactions.

  • The value of thought partnership.

February 7

Michael Kadel

Succession Planning

February 21

Continuum Consulting


March 7

Linda Pandey

strengths finders by Gallup

March 21

Continuum Consulting


April 4

Manju Abraham

Motivational Speaker

communication

April 18

Continuum Consulting






1 view0 comments

Recent Posts

See All

Comments


bottom of page