Navigating Today’s Economic Environment

You and a guest are invited to join us for a complimentary gathering to discuss our views of today’s economic environment and tax strategies. 

We will share some opportunities and considerations to help reduce risk for high net worth individuals and business owners.

Who should attend

This session is designed for: 

• Business owners and leaders (including spouses) who are considering a business transition in the next 3 – 5 years
• High net worth individuals seeking diverse perspectives on the current volatile market, including strategies to hedge inflation and help generate income

Locations

October 25
Weston
Wish Steakhouse
5006 East Jelinek Ave
Weston, WI 54476

October 26
Stevens Point
Wissota Chophouse
1117 Centerpoint Drive
Stevens Point, WI 54481

Please register by Friday, October 18, 2023