2023 Business X-Change - 6/14 Sponsored by Silvertree, LLC

Description

BUSINESS X-CHANGE PRESENTATION – June 14, 2023
 
Business X-Change meets regularly throughout the year.  Our June 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. 
 
There is no cost to attend. Coffee and Danish will be provided.
 

Title: "Learn How Driven Entrepreneurs Can Benefit From High-Performing Virtual Family Offices"
 
Presented by:

Jason Glisczynski, CPWA®, CFP®, CAS®
       
About the Program: For many successful people, a Virtual Family Office (VFO) is often the most cost-effective and generally easiest way to optimize your financial world. In this Business X-Change of Your Optimal Financial World, Jason will give insights to the world of VFOs. The VFO framework makes the advantages of single-family offices that are typically restricted to the extremely wealthy available to a broad array of individuals and families. In fact, a VFO can provide the entire range of single-family-office services for clients who typically could not afford to build their own single-family-office.

Key Points to Include: 
1.  Learn the Wealth Management Hierarchy
2.  Develop the framework for your own personal high performing Virtual Family Office
3.  Discover how the super-rich stress test their financial situation
4.  See real life case studies of how a VFO can positively alter your financial trajectory
5.  Receive a free copy of Jason's best-selling book Planning with Purpose AND a copy of the book Your Optimal Financial World simply for attending.
 
About 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 people in the manufacturing industry. He is the international best-selling author of Planning with Purpose and has appeared as a financial expert on local news and national media outlets.

What 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.
 
Special THANK YOU to Silvertree, LLC for their sponsorship of this program.