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BEGIN:VEVENT
DTSTART:20240911T123000Z
DTEND:20240911T133000Z
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SUMMARY:2024 Business X-Change - 9/11 Sponsored by Silvertree\, LLC
DESCRIPTION:BUSINESS X-CHANGE PRESENTATION   September 11\, 2024\n\n \n\nBusiness X-Change meets regularly throughout the year.  Our September X-Change will be held in person at the Portage County Business Council office. Business X-Change allows business owners and their employees the opportunity to discuss pertinent topics\, learn from local industry leaders and\, most importantly\, learn from each other. \n\n \n\nThere is no cost to attend. Coffee and Danish will be provided.\n\n \n\n\n\nTitle: "Unlocking the Power of a Virtual Family Office like the Ultra-Wealthy"\n\n \n\nPresented by:\n\n\n\nJason Glisczynski\, CPWA \, CFP \, CAS \n\n       \n\nAbout the Program: Are you paying too much in taxes? Do you feel like you're getting conflicting advice from your advisors? Are you wasting time (or avoid spending time) trying to coordinate tax\, legal\, insurance and investment advice in a single cohesive plan? Have all your advisors ever sat down to collaborate for your benefit? Setting up your own Virtual Family Office may be the solution you've been looking for. At the end of this Business X-Change\, you will walk away with the tools needed to create your own Virtual Family Office\, or can elect to have one built for you.\n\n\n\nKey Points to Include: \n\n1.  Learn the Wealth Management Hierarchy\n\n2.  Develop the framework for your own personal high performing Virtual Family Office\n\n3.  Discover how the super-rich stress test their financial situation\n\n4.  See real life case studies of how a VFO can positively alter your financial trajectory\n\n5.  Receive a Virtual Family Office starter kit\n\n \n\nAbout our Presenter: Jason has been serving clients since 2004 as a financial professional. He is the CEO and principal advisor for Silvertree\, LLC.\, a boutique private wealth management firm serving business owners\, executives\, and high net worth to ultra-high net worth to ultra-high new worth people in the manufacturing industry. He is the international best-selling author of Planning with Purpose\, a speaker for the Wisconsin Institute of Certified Public Accountants\, proud supporter of CWIMA (Central Wisconsin Manufacturing Alliance)\, Engage Level Investor in the Portage County Business Council\, and has appeared as a financial expert on both local and national news media outlets.\n\n\n\nWhat is Business X-Change? Allows business owners and their employees the opportunity to discuss pertinent topics\, learn from local industry leaders and\, most importantly\, learn from each other.  Business X-Change meets regularly throughout the year from 7:30 - 8:30am.\n\n \n\nSpecial THANK YOU to Silvertree\, LLC for their sponsorship of this program.
X-ALT-DESC;FMTTYPE=text/html:<p class="MsoNormal" style="line-height: normal\; margin: 0in 0in 0pt"><strong><span style="font-family:arial narrow\,sans-serif\;"><span style="font-size:12.0pt\;">BUSINESS X-CHANGE PRESENTATION&nbsp\;&ndash\; September 11\, 2024</span></span></strong><br />\n<span style="font-family:arial narrow\,sans-serif\;"><span style="font-size:12.0pt\;">&nbsp\;<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">Business X-Change meets regularly throughout the year.&nbsp\; Our September X-Change will be held in person at the Portage County Business Council office.&nbsp\;Business X-Change&nbsp\;allows business owners and their employees the opportunity to discuss pertinent topics\, learn from local industry leaders and\, most importantly\, learn from each other.&nbsp\;</span></span></span></span><br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">&nbsp\;</span></span><br />\n<span style="font-family:arial narrow\,sans-serif\;"><span style="font-size:12.0pt\;"><span style="font-size:16px\;"><span style="font-family:arial\;"><strong>There is no cost to attend. Coffee and Danish will be provided.</strong></span></span><br />\n&nbsp\;</span></span><br />\n<br />\n<span style="color:#FF0000\;"><span style="font-size:26px\;"><strong><span style="font-family:arial narrow\,sans-serif\;">Title: &quot\;Unlocking the Power of a Virtual Family Office like the Ultra-Wealthy&quot\;</span></strong></span></span><br />\n&nbsp\;<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;">Presented by:</span></span><br />\n<img alt="" height="150" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/390/Image/JasonGlisczynski2.JPG" style="width: 225px\; height: 150px\;" width="225" /><br />\n<span style="font-size:14px\;"><span style="font-family:arial\;"><strong>Jason Glisczynski\, CPWA&reg\;\, CFP&reg\;\, CAS&reg\;</strong><br />\n&nbsp\; &nbsp\; &nbsp\; &nbsp\;<br />\n<em><strong>About the Program: </strong></em>Are you paying too much in taxes? Do you feel like you&#39\;re getting conflicting advice from your advisors? Are you wasting time (or avoid spending time) trying to coordinate tax\, legal\, insurance and investment advice in a single cohesive plan? Have all your advisors ever sat down to collaborate for your benefit? Setting up your own Virtual Family Office may be the solution you&#39\;ve been looking for. At the end of this Business X-Change\, you will walk away with the tools needed to create your own Virtual Family Office\, or can elect to have one built for you.</span></span><br />\n<br />\n<span style="font-size: 14px\; font-family: arial\;"><em style="font-family: arial\, sans-serif\; font-size: 14.6667px\;"><strong>Key Points to Include:&nbsp\;</strong></em><br />\n1.&nbsp\; Learn the Wealth Management Hierarchy</span><br />\n<span style="font-size: 14px\; font-family: arial\;">2.&nbsp\; Develop the framework for your own personal high performing Virtual Family Office<br />\n3.&nbsp\; Discover how the super-rich stress test their financial situation<br />\n4.&nbsp\; See real life case studies of how a VFO can positively alter your financial trajectory<br />\n5.&nbsp\; Receive a Virtual Family Office&nbsp\;starter kit</span><br />\n&nbsp\;<br />\n<span style="font-size: 14px\; font-family: arial\;"><strong><em>About our Presenter:&nbsp\;</em></strong>Jason has been serving clients since 2004 as a financial professional. He is the CEO and principal advisor for Silvertree\, LLC.\, a boutique private wealth management firm serving business owners\, executives\, and high net worth to ultra-high net worth to ultra-high new worth&nbsp\;people in the manufacturing industry. He is the international best-selling author of Planning with Purpose\, a speaker for the Wisconsin Institute of Certified Public Accountants\, proud supporter of CWIMA (Central Wisconsin Manufacturing Alliance)\, Engage Level Investor in the Portage County Business Council\,&nbsp\;and has appeared as a financial expert on both local and national news media outlets.</span><br />\n<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;"><strong><em>What is Business X-Change?</em></strong>&nbsp\;Allows business owners and their employees the opportunity to discuss pertinent topics\, learn from local industry leaders and\, most importantly\, learn from each other.&nbsp\; Business X-Change meets regularly throughout the year from 7:30 - 8:30am.<br />\n&nbsp\;<br />\n<strong>Special <em>THANK YOU</em> to Silvertree\, LLC&nbsp\;<span style="color:black\;">for their&nbsp\;sponsorship of this program.<br />\n<img alt="" height="146" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/390/Image/Silvertree_Vertical_Logo_BLACKHighResolution.jpg" style="width: 300px\; height: 146px\;" width="300" /><br />\n<br />\n&nbsp\; &nbsp\;</span></strong></span></span></p>\n
LOCATION:Portage County Business Council office 5501 Vern Holmes Drive Stevens Point\, WI 54482
UID:e.390.10291
SEQUENCE:3
DTSTAMP:20260925T024749Z
URL:https://business.portagecountybiz.com/events/details/2024-business-x-change-9-11-sponsored-by-silvertree-llc-10291
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