*SoCal Executive Forum w/ Continuum Consulting Group*

Is Consulting Right For You?

Choosing a career in consulting can be both exciting and daunting. Daniel’s successful leap to start and build a financial consulting firm, Continuum Consulting Group, allows him to provide concrete examples of the challenges in starting one’s own consulting business. This seminar will provide the following:

  • The pros and cons of starting a consulting practice
  • Potential methods of compensation
  • How to minimize your business risk and maximize your chance of success
  • A sample business plan and business plan template
  • A sample consulting contract

About Daniel Koblin

Daniel Koblin is Founder and Partner of Continuum Consulting Group located in Irvine, CA, and has earned the Chartered Retirement Planning Counselor (CRPC®) and Accredited Investment Fiduciary (AIF) designations.  In addition to working with the firm’s clients, Daniel is also responsible for guiding the strategic direction of the firm and oversees the Retirement Planning Practice. Specializing in aiding retirees, business owners, and executives to build comprehensive financial plans and develop customized strategies, his firm is passionate about helping manage their finances as they navigate through life’s changes.

In-Person Attendance

This event will offer a mix of in-person and virtual attendance. While we are actively monitoring the status of local health and safety measures, as of now, we will be able to offer a small group of in-person attendees, in addition to virtual attendees. The Executive Network Coordinator will need to be informed at executivenetwork@mbexec.com at least 48 hours prior to the event if you wish to attend in-person or virtually.

If you do wish to attend in-person, the following guidelines would be in effect:

  • Maximum of 8 in-person member attendees
  • All attendees required to wear masks (unless eating or drinking)
  • All attendees must check in with office manager upon arrival for temperature and symptom check
  • All attendees must check in on iPad and record temperature check

All in-person attendees would need to agree to inform the McDermott + Bull Executive Network Coordinator if they experience COVID-19 symptoms or test positive for COVID-19 within 72 hours of attending the event. This will be able to let us inform close contacts during the session if they need to get tested.

Depending on local health and safety, if there is a change to how this forum will be offered, we will be sure to notify each person accordingly.