Agenda Gifts Mentoring Retirement 
Success
MAY 16, 2022
CEO Company: Security Investment Partners , an investment management firm in San Diego Reason for Breakup: Disagreement over partner’s retirement date Winning Strategy: The partner eventually left with a clean break and joined another firm, keeping the friendship intact. He is 25 years older, and he was my mentor early in my career.
Admin Awards
DECEMBER 1, 2021
For Kathleen Earley, who recently retired as Executive Assistant to the President and CFO Emeritus at Salesforce and spent 50 years as an Admin, it’s all about staying ahead. “I was always very fortunate to meet various individuals who mentored me. ” Also draw upon your gifts for observation and listening.
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