January Monthly Meeting

Date: Tuesday, January 26, 2016
Time: 12:00pm - 1:00pm
Location: Bradenton Country Club
Speaker: Steven M. Rosenbloom


"Baby Boomers vs. Gen X’ers vs. Millennials …how to work with different demographics."

Join us for our January 2016 luncheon with special guest speaker Steven M. Rosenbloom. Steve has extensive experience in the financial services industry. He has an economics degree from Mercer University in Macon, GA and has held a series 7, 9 and 10 securities license. He is president and an equity partner in Sheldrick, McGehee & Kohler, LLC, who provides Business Appraiser Services. Steve’s primary responsibility is in the firm’s valuation services and works closely with attorneys, CPAs and business owners. Steve’s special interest is the fact that many older generation business owners have been slow to sell or transition their business and/or wealth to the next generation.

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