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?