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
5006 East Jelinek Ave
Weston, WI 54476