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
Ryan Walsh (legal/estate planning), Hamilton Thies & Lorch LLP
Clint Costa (legal/estate planning), Duggan Bertsch, LLC
David Hunt (investments), Bernstein Private Wealth Management
Curt Matlin (investments/insurance), Matlin Financial Services
Please print the Case Study, read it, and bring a copy to our meeting.
Thank You to Our Meeting Sponsor!
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