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Bradly Stevens LUTCF, CLU, ChFC, WMCP

(909) 307-4945

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Lead by the Numbers | 7 Cash Drivers (5:30 PM)

June 21, 2022 5:30p - 6:00p Pacific Standard Time

Webinar

At this informative webinar, we'll cover the following: Distill the primary financial statements all businesses operate on into a powerful, yet easy to understand framework of the 7 cash drivers every business leader should know. Show where to find these cash drivers on the financials, how to monetize these 7 cash drivers to increase profit, cash, and business value. Demonstrate how small changes in these 7 drivers make a significant impact over time. Provide access to a complimentary 30-point checklist to stress test areas you may not have realized could bring you greater financial performance. ​​​​​​​Learn how lenders and investors look at your business from a financial point of view before committing capital

Lead by the Numbers | 7 Cash Drivers (10:00 AM)

June 21, 2022 10:00a - 10:30a Pacific Standard Time

Webinar

At this informative webinar, we'll cover the following: Distill the primary financial statements all businesses operate on into a powerful, yet easy to understand framework of the 7 cash drivers every business leader should know. Show where to find these cash drivers on the financials, how to monetize these 7 cash drivers to increase profit, cash, and business value. Demonstrate how small changes in these 7 drivers make a significant impact over time. Provide access to a complimentary 30-point checklist to stress test areas you may not have realized could bring you greater financial performance. ​​​​​​​Learn how lenders and investors look at your business from a financial point of view before committing capital

How Much is Enough to Retire?

April 19, 2022 5:30p - 6:30p Pacific Standard Time

Webinar

How Much is Enough to Retire?

April 19, 2022 10:00a - 11:00a Pacific Standard Time

Webinar

Take Control of Your Finances

March 15, 2022 5:30p - 6:00p Pacific Standard Time

Webinar

Take Control of Your Finances

March 15, 2022 10:00a - 10:30a Pacific Standard Time

Webinar

Get Financially Organized

February 15, 2022 5:30p - 6:00p Pacific Standard Time

Webinar

Get Financially Organized

February 15, 2022 10:00a - 10:30a Pacific Standard Time

Webinar

Event Registration




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