During this session, you will hear from a Certified Financial Planner and Business consultant. They will share how they marry the Personal and Business planning for owner’s to avoid the potholes of the journey to succession. This meeting will teach you how to engage owner’s in this plan to succession, and more. We hope to see you there! 

 

Learning Objectives:

• Learn how to engage owners in development of a personal plan to succession.
• Hear how you can guide owners to maximize the value of their enterprise.
• Learn key steps owners should take to have a successful succession.

 

About the Presenters:

Learn from industry experts, Robert Holton, MBA, CWS®, Vice President of Wealth Management, R&R Wealth Management, LLC and Erik Owen, President, Oak Hill Business Partners.

Meet the Presenters

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This meeting will be at Westmoor Country Club.

Address: 400 S Moorland Rd, Brookfield, WI 53005