C-Suite Series: Building Your Personal Wealth

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Quick Overview

4A's Members: $170 (Login with your 4A's Profile for Member Discount) / Non-4A's Members: $221

Start focusing on your personal wealth plan to grow your agency’s profitability!

  • Create realistic personal finance goals.

  • Learn to build plans and benchmark objectives.

  • Understand why selling your agency may not be the best option.




Before you sit down to make a long-range agency plan, your personal plan needs to be in place.

What Will You Learn

  • How to create realistic finance goals for yourself

  • How to build a financial plan

  • How to measure financial success

  • How to gain personal wealth from your agency

Who Should Attend

  • C-level executives including agency owners, CEOs, and principals


  • 60 minutes

Course Description

Most agency owners will generate personal wealth from their agency — whether it’s through salary, deferred compensation, perks or ultimately selling out. In this course, Sam Williams and Jim Upson of Green Consultancy will walk you through a number of examples that will shed insight into how achievable your plan can be.

About the Thought Leader

Green Consultancy

  Sam Williams and Jim Upson of Green Consultancy have more than 70 years of collective agency experience
  as owners, CFOs, COOs and managing partners. We have an additional 10-plus years of CPA experience,
  performing audits and creating personal financial plans for our clients. We’ve seen all the highs and lows.
  And yes, we both walked away from our agencies after achieving our personal financial goals.


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