Turning Business Success into Lasting Family Legacy

Building a thriving business is just the beginning! 🏗️ To truly capture and safeguard your hard-earned wealth, it takes strategic planning that many business owners overlook until it's too late.

Join us for a breakfast panel designed to help you navigate the complexities of wealth transfer, retirement planning, and legacy preservation. 🥐✨ Whether you're preparing for a liquidity event in the future or weighing your options today, the decisions you make regarding tax optimization, estate planning, asset protection, and succession strategy will significantly affect how much wealth you pass on to your family and secure your long-term legacy.

Moderated by:
Iliya Zogovic, CEO of DBD Investment Bank

Featuring Experts:

• Tyler Gatherum, Wealth Advisor, Bernstein Private Wealth Management
• Ashley Velategui, SVP/Senior National Director, Head of Wealth Strategies, Bernstein Private Wealth Management
• Geoff Germane, Attorney/Shareholder, Tax and Estate Planning Section, Kirton McConkie

Event Agenda:
🕗 8:00–8:15 | Arrival & Networking
🥑 8:20–9:15 | Breakfast & Panel Discussion
❓ 9:15–9:30 | Q&A Session
🤝 9:30–10:30 | Networking

Stop delaying these crucial discussions that can shape your future! Join us to discover how successful owners are strategizing for wealth capture today, not tomorrow. 🌟

Register here!

📍Location: Register to See Address