Aug
09
XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale
Details
This will be our only meeting in August.
In this session, we will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel discussion on wealth management and asset protection considerations for business owners. Specifically, we will focus on the years leading up to an exit.
Our panel comprises:
- Michael Karmin, Strategic Wealth Partners
- Dan Luber, Armor Wealth Group
- Curtis Matlin, Matlin Financial Services
- James Van Ham, Strategic Financial Group, Inc
- Ryan Walsh, Hamilton Thies & Lorch LLP