Join us on March 19th for a candid conversation about investing! As entrepreneurs, we understand the value of every dollar we invest in our businesses, and we all aspire to have surplus funds for future investments. In this Ask Me Anything panel discussion, you'll have the opportunity to learn from peers as we tackle the often-taboo subject of wealth management. This event is not about sales pitches; instead, we've intentionally curated a panel of fellow entrepreneurs who have accumulated years of firsthand experience in various asset classes.
During the discussion, we'll delve into topics such as:
Passive vs. Active Investing
Collaborating with Financial Advisors
Tax Strategies
Conventional Asset Classes (Stocks & Bonds)
Real Estate
Alternative Asset Classes (VC/Angel Investing, Hard Money Loans, Private Equity, etc.)
Asset Allocation
Estate Planning
We extend our gratitude to Jessica Winkelhausen Smith for graciously hosting us at her new event space in Smithville and members Lance Loveday, Rachel Zilner, Todd Bollenbach, Ray Cordano and Arik Levy for being part of the panel.