|
|
|
|
|
|
|
|
Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT
Family Enterprise USA invites you to join us for a webinar with special guest speakers Ben McGloin, CFA, Head of Advice, Planning and Fiduciary Services & Ryan Szczepanik, Senior Wealth Strategist from BNY Mellon Wealth Management.
|
We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States.
|
|
|
|
|
|
- No cost to attend
- Opportunity for questions and feedback
- Family business education
- 60 minutes — maximum value for time
|
For more than two centuries, BNY Mellon Wealth Management has helped families build, manage and preserve their wealth. Our specialized teams have the tools, knowledge and experience to develop comprehensive solutions for our business owner clients that address each client’s personal financial objectives and family dynamics, as well as issues specific to his or her business. For business owners considering a family office, our dedicated Family Office team brings more than 50 years of experience providing solutions and strategic insights to help family offices grow and preserve wealth across generations.
|
|
|
|
|
|
|
|
Stay safe and healthy,
Pat Soldano
President
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365
|
|
|
|
Upcoming Events
- October 12: Institute for Family Owned Business, ME
- October 13: 2022 HTI at the Loews Chicago O’Hare Hotel, Rosemont, IL
- October 14-16: Chattanooga Motor Festival, TN
- October 20: University Business Center, Fresno, CA
- October 19-21: Opal Family Office & Private Wealth Forum West, Napa Valley, CA
|
|
|
|
Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.
|
Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
|
|
|
|
|
|
About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
|
|
|
|
|
|
|
|
|
|
|
Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
|
|
|
|
|
|
|
|
|
|
|
|
