Registration Deadline is April 28th - Limited Seating Available
Unlock the Future of Your Business: Master
Succession Planning with Expert Guidance
Join Jason Glisczynski CPWA®, CFP®, CAS® & Cary Fry
for a Transformative Educational Event!
The Muse at Sentry
1800 North Point Dr, Stevens Point, WI 54481
Hosted by Silvertree, LLC, Business Succession Planning Specialists
Limited seating available
Registration Deadline is April 28th
Proud Member Of
Here's What You'll Learn
“Business Succession Planning” is full of opportunities for amazing success, and unfortunately, catastrophic failure.
I know this to be true having been through the most traumatic experience in my life; the family business evaporating and branches of my family tree breaking off, possibly forever.
I refuse to let that happen to anyone else near me.
Join us for an insightful educational event...
Where we will explore the opportunities and challenges with business succession planning in a straightforward fashion.
Knowledge has the power to unlock the full potential in you and your business.
This event will provide insight that could not only save you substantial sums of money, it could save your business and your family.
For your convenience, we are offering two sessions:
Lunch and Learn Session
May 9th from 11:30am-1pm
Muse at Sentry
Lunch to be provided
Dinner and Development Session
May 9th from 6pm - 730pm
Muse at Sentry
Heavy hors d’oeuvres and cocktails provided
Feel free to attend either session, the material covered will be the same at both sessions.
We Will Be Covering:
The critical importance of succession planning for business continuity.
Preparing your business for transition.
Understanding and increasing the valuation of your business.
Incentive planning designs.
Considerations and strategies for grooming inside transfers.
Legal and financial considerations to safeguard your legacy.
How to align your succession plan with your personal and business goals.
Practical steps to implement your plan effectively.
You will walk away with many valuable items such as best-selling books and thoughtfully prepared articles and worksheets.
This event is educational only. No products or services will be sold. Attendees will have the opportunity to ask questions anonymously and schedule a one-on-one strategy session at no cost or obligation. Upon completion of the one-on-one session you will receive your complete Exit Plan Assessment at no cost. That is our investment in you.
In addition to key insights around business succession planning, all attendees will walk away with these valuable items:
Amazon Best Selling Book Planning with Purpose written by Jason Glisczynski, CPWA®, CFP®, CAS®
Your Optimal Financial World – How Driven Entrepreneurs Can Benefit From High-Performing Virtual Family Offices by Russ Alan Prince and John J Bowen Jr.
Top 10 Wealth Planning Secrets for Successful Business Owners and Executives by Jason Glisczynski, CPWA®, CFP®, CAS®
Family Fortunes – How Family Enterprises Thrive Across Generations by Russ Alan Prince, Clifford Oberlin, Robert Daugherty, and John J. Bowen Jr.
There is well over $1,000 of value you will receive, with zero obligation.
That is our commitment to investing in you for investing your valuable time with us.
Register Today!
Your Address Info
Are You A Member of CWIMA or PCBC?
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive confirmation and reminder text messages for this event and from Silvertree, LLC.
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
Registration Deadline is April 28th.
Your Options to Choose From
Lunch and Learn Session
DATE/TIME
Thursday, May 9th
11:30am - 1:00pm
Lunch to be provided
Dinner and Development Session
DATE/TIME
Thursday, May 9th
6:00pm - 7:30pm
Heavy hors d’oeuvres and cocktails provided
Seating is limited, so please RSVP soon.
Once the class is full, wait listing will be done on first come, first serve basis.
If you have any questions please call our office at (715) 544-1610.
COURSE INSTRUCTORS
Jason Glisczynski,
CPWA®, CFP®, CAS®
Cary Fry
Kalamath Consulting Group
Silvertree
2715 Post Road, Suite A
Stevens Point, WI 54481
Map of Course Location
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Silvertree, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additinoal information.
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