Event Details
When:
November 20, 2024 4:30 PM - 6:30 PM PST
Where:
Overview
Join the ACG community in an engaging discussion focusing on impactful strategies business owners should consider prior to a sale, to support their personal wealth goals. There is no more powerful way to strengthen a relationship with your clients than helping them understand planning tools that speak to their most important goals, their family! Cocktail reception begins at 4:30 p.m. and the panel discussion begins at 5:00 p.m. and concludes at 6:00 p.m. followed by networking until 6:30 p.m. at the Washington Athletic Club in Seattle.
The panel features:
- Jon Kipp, Owner, Funko
- Chris Kutac, West Markets Leader - Family Office Enterprise, RSM
- Steven Schindler, Partner, Perkins Coie
- Terry Cook, Managing Principal, Parcion Private Wealth