Are you a business owner or investor questioning how to best proceed during these uncertain times? Have you found yourself procrastinating on

1) business growth plans

2) merger or acquisition opportunities

3) real estate considerations

4) moving forward with your succession plan or business sale?

Whether it be the upcoming election, political division, high interest rates, or concerns over inflation, uncertainty can drastically impede the best of business plans. At Wealthwise Partners, we provide business owners with the wise counsel, historical insights, and top resources needed to effectively navigate such trying times.

Please join us for our Business Owner Roundtable discussion on Thursday, October 17th from 7:30 – 9 am at Shasta College’s downtown campus where our financial, legal, and tax experts will discuss:

• “But this time it’s different!” – considerations if either candidate gets elected
• How to manage cash balances pre- and post-election
• Lending and financing in a high-interest rate environment
• Potential tax law changes and their impact on business ownership

Guest speakers will include:

Ann Marie Tyrrell CFP, CDFA, CEPA – Managing Partner, Wealthwise Partners

Courtney McElvain, CEPA, MBA – Managing Partner, Wealthwise Partners

Juli Martin – Certified Public Accountant at JR Martin and Associates

Margarita Vienneau –  Estate Planning Attorney at Campbell, Clark, and Vienneau

Julie Martin, JR Martin and Associates, Margarita Vienneau and Campbell, Clark, Vienneau are not affiliated with or endorsed by LPL Financial and Wealthwise.

LPL Tracking #629871-1