New, Improved Succession Experience Set for May A REVAMPED CURRICULUM and a variety of new presenters will mark RJO’s annual Succession Experience, set for May 20-22, in Chicago, IL. The three-day Experience is for owners planning to leave the industry within ten years, as well as their potential successor.
presentations, facilitated discussions ensure members have time to network with others and share ideas.
Response from past attendees has been overwhelmingly positive.
First offered in October 2014, the 2017 session will include sessions from Jack and Craig MacBean from Ostbye; Kate Peterson of Performance Concepts; Barbara Nuss, owner of Profit Soup; Marc Loden, with Federated Insurance; Dan Pharr, of Pharr Valuation; and Chuck Frey, with Charles Frey & Associates. Along with these
• Getting specific tasks down on paper that I need to do to make retirement happen. Directions on trusts and LLCs was invaluable!
• Legal advice, hearing from others going through the same experience, putting together a plan and timeline.
Based on previous participants experiences, RJO highly recommends both the owner(s) and successor(s) attend together to ensure everyone is on the same
NEW MEMBERS Bella Jewelers Peter & Michelle Fusaro New Milford, CT Carlson Brothers Jewelry Fred Hornshuh Tacoma, WA
referred by Christina Cantlin, Stuller, Lafayette, LA
Connie’s Jewelry Gallery Richard & Connie FinkBeiner Chandler, AZ
Galicia Fine Jewelers Ron & Lisa Garber Scottsdale, AZ Gold Mine Fine Jewelry & Gifts Bill Warren Hudson, NC
Hayden Jewelers Mark Hayden Liverpool, NY
referred by Anish Desai, Star Gems, Inc. (Atlanta), Norcross, GA
Cozzi Jewelers Paul Cozzi Newtown Square, PA
referred by Scott Pasquale, RDI Diamonds, Rochester, NY
page and to create a successful dialogue that continues after the experience.
Image Jewelry Group Nedra Townley The Villages, FL
referred by David Hevia, Kiefer Jewelers, Lutz, FL
To learn more about the costs, expectations of participants, and the goals of the Succession Experience, go to the RJO website. Registration deadline is March 15, and to register, complete the registration form and contact Hannah Green at: hannah@rjomembers.com or call (800) 247-1774.
JC Jewelers Lois Monteleone Winterhaven, FL
referred by Steve Hartz, Obaku, Charlotte, NC & Al Herring. Wilkerson, Stuttgart, AR
Jeweler’s Bench John & Sheralyn Holsclaw Elizabethton, TN
referred by Alan Sutton. Alan Sutton Jewelry, Goldsboro, NC
Karadema Jewelers Mohamed Fahmy Jr. Orlando, FL
referred by David Hevia, Kiefer Jewelers, Lutz, FL
Michael Szwed Jewelry Michael Szwed Longmeadow, MA
Pittman Jewelers Leroy & Vivian Pittman Clermont, FL
Robson’s Diamond Jewelers Robert & Paul Hargrave Baytown, TX Rosenfeld Jewelry LTD William Rosenfeld Tucker, GA
Royal Fine Jewelers Lynn Schulwolf Louisville, KY
Valle Jewelers Stephen Valle & Carrie Lawrence Batavia, NY
Jewelers referring new members to our group will receive a $1,000 finder’s fee for their referral, payable after a new member has been in good standing for at least six months.
FAMILY. DIVIDEND. SUPPORT. BUYING POWER.