Bill and his team work with business owners and their trusted advisors on transition and succession planning strategies. Of special note is Bill's experience in employee stock ownership plans(ESOPs) and strategies for shareholders electing section 1042. Bill has been working with private business owner clients since the mid 1990s.

As Operations President – Design & Consulting for the Haskell Company (Jacksonville, FL), Frank is a member of the Executive Leadership Team and therefore responsible for the overall performance of the enterprise. With over 35 years in the industry, Frank is typically involved in all aspects of design and design management on larger, more complex projects, including those for Fortune 500 companies.

Prior to joining Haskell in 2002, Frank worked in the Washington, DC area (where he was born and raised) as a mechanical engineer designing heating, ventilation and air-conditioning systems for a variety of building types including educational, residential, commercial office, industrial, manufacturing, aviation, healthcare, life sciences, religious, and government facilities.

Renowned economist, White House advisor, and best-selling author Todd Buchholz connects the dots between Wall Street, Main Street, and financial capitals throughout the world. An internationally known consultant on global markets and winner of Harvard’s annual teaching prize, Buchholz advises the world’s leading companies and "lights up economics with a wickedly sparkling wit."  We get to tap into Todd's frontline experience as White House director of economic policy and managing director of the Tiger investment fund to get a better sense of where opportunities lie in the near term.  

• Discover how demographics, technology, and globalization are reshaping the economy and our future
• Pinpoint the signs of stock market rallies, and the warning signs of slumps
• Identify the political pressures on trade, debt, and interest rates from the U.S. to the E.U. to China