Join us for an engaging and informative Business Owner Workshop designed to help you protect, grow, and prepare your business for the future. Discussion topics include legacy and succession planning, business valuations, buy/sell agreements and tax mitigation strategies.

Panelists:
Carey Yukich - Author and Owner / Financial Planner (TrueWealth Advising Group)
Attorney Mark Anderson - Corporate, Real Estate and Estate Planning Attorney (Anderson and Anderson, PC)
Mark Machnic - CPA, CVA, CDFA, MAFF, CBEC, CVB, CTA Strategic Tax Planner and Exit Strategist for Business Longevity and Success

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. TC8698687(0126)