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Announcements & Press Releases
August 3, 2006 - Wright Financial & Business Advisors will serve as the local participation point for the national audio conference, "Family Business Basics: Effective Ownership," on Thursday, August 24th at 10:00 am. This audio conference is about assuring that family ownership is good for the family and the business. The focus will be how to foster effective owners who contribute to the business and who maximize their own ownership rewards. You will gain knowledge needed to become more valuable as an owner and you will understand why "active" ownership pays great dividends. The program will be held at 8365 North Fresno Street, Suite 110 in Fresno. Reservations are required. For program details or to make a reservation please call (559) 228-8375.
April 12, 2006 - Wright Financial & Business Advisors will serve as the local participation point for the national audio conference, "Family Meetings: Getting the Next Generation Involved," on Wednesday April 19th at 10:00 am. At this program you will learn why family meetings are one of the three most important steps that families can take to ensure the continuity of the family business. The program will be held at 8365 North Fresno Street, Suite 110 in Fresno. Reservations are required. For program details or to make a reservation please call (559) 228-8375.
December 15, 2005 - David J. Wright enrolls in SunBridge for 2006. SunBridge is a professional business development program for financial advisors, accountants and attorneys that focuses on working with the client in regards to their true wealth. Far beyond your material wealth is your sense of purpose, your family and the larger community that you are a part of. All of these are elements of your total wealth and too often ignored by most of your professional advisors.
December 1, 2005 - Wright Financial & Legacy Planning Group changes their name to Wright Financial & Business Advisors David J. Wright announced today that he has applied to the SEC and State of California to change the name of Wright Financial & Legacy Planning Group, a registered investment advisory firm, to Wright Financial & Business Advisors. The reason for the name change is to reflect our concentration in working with closely held business owners, which has been our primary client since entering the financial services industry in 1993. The name change is also in response to our new focus on the business exit planning process and all related services, which will be the primary focus of our firm in to the future.
July 18, 2005 - David J. Wright returns from Business Enterprise Institute's (BEI) intensive educational program on Business Exit Planning held in Salt Lake City, Utah.
BEI was founded by attorney John Brown who developed
the concept of �exit planning� over 20 years ago to help business owners
run and sell their businesses. Through
my affiliation with BEI, we are now offering a full range of business exit
Business exit planning is a process that begins 3 to 10
years before you want to leave your business.
It is a multi-step process that begins with helping the business
owner, plan for a successful exit from their business. It continues through establishing an appropriate retirement
and estate plan as well as a diversified investment portfolio for retirement
assets and business sale proceeds.
Wright Financial &