posted on February 16th 2017 in Austin CFP Team Posts with 0 Comments /

WorthPointe Partner Morgan H. Smith Jr. IMBA CFP® has been tapped to be a presenter for  “Essentials of Selling Your Tech Business (And Preparing For The Next Thing)” scheduled for Tuesday, February 28th 9 AM Pacific, 11 AM Central, 12 PM Eastern.

This webinar is part of an ongoing series by The Austin Dale Group (ADG) . ADG is a Merger & Acquisitions firm focused on mergers and acquisitions for lower middle market and emerging growth companies. They are specialists in software and IT services, cloud and healthcare and focus on exit strategies, value enhancement, and preparing for sale. For registration and information, visit http://austindalegroup.com/upcoming-webinars/next-webinar/

Morgan Smith provides private wealth management for business owners and families. He holds an International MBA and the CERTIFIED FINANCIAL PLANNER™ professional credential. He has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He is President of the Mahabodhi Buddhist Charitable Organization and a founding member of the Strategic Trusted Advisors Roundtable.

about the author: Morgan H. Smith Jr. IMBA CFP®

Morgan Smith Jr. IMBA, CFPMorgan H. Smith Jr. IMBA CFP, who has been a fee-only financial planner for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process.

An Assistant Professor at the University of San Diego, Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC, Fox Business New Live and is a founding member of the Strategic Trusted Advisors Roundtable.

Learn More and/or Contact Morgan

Continue Reading

Other articles filed under Austin CFP Team Posts

What Does Tax Reform Mean for You?

February 13, 2018 - As a financial planner, I’ve certainly been getting my share of questions about the recently passed tax reform. In this article, I’ll address some of the most common concerns I’m hearing from clients, but how the changes in the tax...
Continue Reading

Stock Market Plunge: What’s Going On?

February 6, 2018 - By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a...
Continue Reading

The Morgan Report 2017 Q4 Review: Wisdom Of The Elders

January 17, 2018 - The beginning of a new year is always a wonderful time to reflect on life in an attempt to change things for the better.  With that in mind, I’ve decided to gather some pearls from my favorite sources: my clients...
Continue Reading

Build a Holistic Perspective toward Success

January 1, 2018 - [embed]https://www.youtube.com/watch?v=B47JLU91HTU[/embed] Health and wellbeing takes attention to all areas of your daily life. You can’t lace up your running shoes once a week or catch a couple of waves and expect vibrant health in return. Eating right, regular physical activity,...
Continue Reading

The Financial Realities of Having Children for the LGBT Community

December 18, 2017 - This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Can We Afford a Child (or Children)? While...
Continue Reading

Return to Blog Home