GROWTH. TRANSFER. LEGACY.
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In this session we will have an in depth conversation on the decisions an owner faces after the sale. Subject matter experts from various professions will be represented on this panel. As always, we will also provide our guests with an opportunity to develop relationships with like-minded professionals.
Jack Lyons – Consultant, Trinitas Advisors
Mike Karmin – Principal, Strategic Wealth Partners
Larry Gard – Consultant, Hamilton-Chase Consulting
Tim Obendorf – Wealth Planner, Steward Advisors
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