Local business leaders Dan Costa and Mike Zagaris won’t try to explain conditions such as cheap gasoline prices or what’s driving the nation’s economic recovery.
At a forum Wednesday, Costa, Zagaris and other speakers will discuss economic trends in the Central Valley and share their insights on business opportunities and ways to improve your personal net worth.
The fourth edition of a conference called “This Economy and You” is set from 6 to 9 p.m. Wednesday at the Gallo Center for the Arts in downtown Modesto.
The free event is not really a business conference, but a rare chance to learn from dynamic entrepreneurs, organizers said. Following the main presentations, breakout sessions will provide practical advice on real estate, personal finance, health care, preparing for retirement and estate planning.
Jason Gordo, managing director of United Capital Modesto, which is hosting the event, said participants will come away with nuggets of truth from exceptional business leaders.
Costa, the president of Costa Enterprises, is slated to talk about timing issues in starting and building profitable businesses, and when to sell them. Costa created a business called 5.11 Tactical, which was sold five years later for $300 million, and his other triumphs have included Mallard’s restaurant and Mallard’s Foods and the Velvet Creamery chain.
Zagaris, the CEO of PMZ Real Estate, will discuss where the opportunities lie in the Central Valley’s economy.
This year’s conference also will feature a nationally known business leader and author. Joe Duran grew up in war-torn Zimbabwe and came to the United States, where he became the founding partner of United Capital Private Wealth Counseling.
Duran will share his five essential truths about money and enjoying a rich life.
Gordo said the conferences were started in 2009 “when the economy was turned upside down.” Amid the plant closures and home foreclosure crisis, organizers wanted to show what was working in the Valley economy and how people could make the best of it. The public responded, and the events are held about every other year, Gordo said.
The educational breakout sessions at Wednesday’s forum will be geared for people who need practical advice on a variety of topics. For example, speakers from Blackrock Inc. will conduct a session on maximizing benefits for people planning for Social Security.
Bill French of Fidelity Investments will advise participants on protecting themselves against cyber fraud. Other sessions will include:
▪ Pam and Paul Harmon of PMZ Real Estate on the five W’s of the current real estate market.
▪ United Capital’s Jeff Burrow and Terry Swehla on the tough questions of personal investments.
▪ Sutter Health executives on dealing with today’s health care system.
▪ Attorney Vincent Jamison and Grimbleby Coleman CPAs on estate and tax planning.
Those interested in attending the conference should obtain free tickets at www.valleywealth.com.
Bee staff writer Ken Carlson can be reached at email@example.com or (209) 578-2321.