XPX Chicago - Case Study and Discussion: Owner Wealth

In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

Owner Wealth:

• What issues should the owners be dealing with?
• What is the best way to deal with multiple owners with potentially different personal goals and priorities?
• What planning process should owners undertake? 
• What suggestions should the owners consider?
• What role does company retirement plans and insurance have in the planning?
  

Panel: Financial Planners, Estate Planners and Insurance Professionals.

Mike Karmin (investments), Strategic Wealth Partners
Ryan Walsh (legal/estate planning), Hamilton Thies & Lorch LLP
Clint Costa (legal/estate planning), Duggan Bertsch, LLC
David Hunt (investments), Bernstein Private Wealth Management
Curt Matlin (investments/insurance), Matlin Financial Services

Please print the Case Study, read it, and bring a copy to our meeting. 

Thank You to Our Meeting Sponsor!