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Oakbrook Meeting on Building Owner Wealth

August 16, 2017 6:21 PM | Mary Adams (Administrator)

Panel left to right

Moderator: Peter Holton – Caber Hill Advisors, Eric Marzinke - ProMark Planners,  Michael Stuart – The Stuart Legacy Alliance, Tyler Qualio JD - Sentinus, Michael Karmin – Strategic Wealth Partners, Kevin Davey – Northwestern Mutual

The discussion of Owner Wealth included key issues such as:

  • 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?

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