\;
\;
7:00am to 9:00am
PANELISTS:
Lisa Riley
Specializing in assisting Sellers in transitioning out of their business and Buyers in finding the right opportunity that meets their goals\, Lisa utilizes interpersonal and negotiation skills by understanding the needs of both parties. The major benefit for business owners is that they are able to carry on their work without worrying about selling the business\, a process that can typically take a year or more.
Lisa has a BA from Benedictine College\, and a MA and Ph.D. from the University of Notre Dame. \;
\;
JP Dahdah
\;
\;
The Arizona Hispanic Chamber of Commerce’s ‘2011 Entrepreneur of the Year’ Award recipient\, JP began his professional career in 1997 as a financial advisor with American Express Financial Advisors\, Inc.\, a Fortune 100 company. \; Two short years later\, he established his first business\, Dahdah Global Wealth Management\, LLC\, a wealth management company that specialized in working with business owners. \; He started his second company\, Entrust Arizona\, in June 2004. \; The Company provided self-directed retirement plan administration and custodial services to individuals and small business owners who desired to include non-traditional assets\, such as real estate\, as part of their tax-deferred and tax-free portfolios. \; Entrust Arizona’s client base grew to over 6\,500 clients and $600M in retirement assets in less than eight years and on January 3rd\, 2012\, the Company re-branded and changed its business name to Vantage Self-Directed Retirement Plans.
\;
Throughout his financial career\, JP has been a featured speaker at various financial workshops nationwide focusing on wealth accumulation\, retirement planning\, and tax-minimizing strategies. \; In 2009\, he began hosting a weekly “Wealth Wednesdays” radio show on Arizona’s premiere financial news station\, KFNN 1510AM.
\;
Mr. Dahdah graduated from The University of Arizona with bachelor’s degrees in Finance and Marketing. \;
