GROWTH. TRANSFER. LEGACY.
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In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:
Panel: Financial Planners, Estate Planners and Insurance Professionals.
Mike Karmin (Investments), Strategic Wealth Partners
Michael Stuart (Legal/Estate planning), Wojcicki & Associates
Kevin Davey (Investments/Insurance), Northwestern Mutual
Tyler Qualio (Investment/Insurance), Sentinus LLC
Eric Marzinke (Investment/Insurance), ProMark Planners
Please print the Case Study, read it, and bring a copy to our meeting.
Thank You to Our Meeting Sponsor!
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