Planning Strategies Business Owners Can't Live Without
Educational piece lead by Thom Minger 1847 Financial "Planning Strategies Business Owners Can't Live Without"
Thom will go over the common mistakes made when planning for Retirement, Succession, Key Employees and Estate Planning.
Agenda
8:00 am
Group welcome quick discussion on the future and vision of T.A.P.
Announcement of Business Development Committee – Phil Goodwin of PNC Bank
Announcement of Marketing/Membership Committee – Annemarie Caruso of First American Title
Group Introductions – Breakout groups of 10 or less - Please keep to 30-45 seconds each. – Your name, your company, your role, any success stories within TAP, what is the most interesting or delicious thing you have ever eaten? – JT’s is Zahav’s Crispy Halloumi w/ Dates (absolutely divine!)
8:30 am
Educational piece lead by Thom Minger 1847 Financial "Planning Strategies Business Owners Can't Live Without"
Thom will go over the common mistakes made when planning for Retirement, Succession, Key Employees and Estate Planning.
9:00 am
Meeting Wrap-up
Upcoming Events
Next breakout meeting will be an In-Person Happy Hour!!! November 4th 4:30-6:30 – Location Positano Coast
Next education meeting will be December 2nd at 8am