You're invited to our upcoming Business Owner Workshop—an engaging and informative event designed to help you protect, grow, and prepare your business for the future.

Join us for a dynamic panel discussion featuring esteemed professionals from the financial, legal, accounting, and organizational fields:

Panelists include:
     Carey Yukich – Author, Owner, and Financial Planner, TrueWealth Advising Group
     Attorney Patrick Schultz – Senior Wealth Planner, Clark Capital; Certified Exit Planning Advisor
     Attorney Mark Anderson – Corporate, Real Estate & Estate Planning Attorney, Anderson and Anderson, PC
     Mark Machnic – CPA, CVA, CDFA, MAFF, CBEC, CVB, CTA; Strategic Tax Planner and Exit Strategist
     Brian Donnelly – Business Coach and EOS Worldwide Implementer

Key topics of discussion:
     *Am I prepared for a transition such as death, disability, or divorce of a business owner or partner?
     *What is my business worth?
     *How do I align my personal and business financial planning?
     *Is my financial planning “tax smart”?
     *Is my buy/sell agreement current and properly funded?
     *Am I up to date on current and upcoming tax law changes?
     *Am I prepared to monetize my business when it’s time to exit or retire?

Mark your calendar and join us for this exclusive event. We’d love to have you join us for this valuable and timely conversation.  TC8323258(0925)

_{Carey Yukich is securities licensed in IN, IL, HI, MI, NC,TN. TX, and WA. Carey Yukich is insurance licensed in IN, IL, KY, MI, TN, and TX. Carey Yukich is a Registered Representative and Investment Adviser Representative of and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 1 N. Franklin Street, Suite 3450, Chicago, IL 60606 (312) 236-2500. TrueWealth Advising Group and all other persons and entities are independent of Equity Services, Inc.}