2024 Business X-Change - 9/11 Sponsored by Silvertree, LLC

Description

BUSINESS X-CHANGE PRESENTATION – September 11, 2024
 
Business 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. 
 
There is no cost to attend. Coffee and Danish will be provided.
 

Title: "Unlocking the Power of a Virtual Family Office like the Ultra-Wealthy"
 
Presented by:

Jason Glisczynski, CPWA®, CFP®, CAS®
       
About 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.

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 Virtual Family Office starter kit
 
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 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.

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.