The Executive Wealth Strategy Dinner

If your goal is to grow, protect, and pass on wealth — this conversation is essential.For Private Business Owners Hosted By Equitable Bank and Equitable LifeGuest Speaker - Chris Thompson - CFP, CLU, CHS, CHFC- Advance Case Consultant Your company is more than income — it’s legacy.In this private session, we’ll explore advanced strategies focused on:• Tax-efficient growth• Corporate and shareholder tax positioning• Business exit and sale strategies• Family wealth transfer planning• Protecting what you’ve built from unnecessary taxationIf your goal is to grow, protect, and pass on wealth — this conversation is essential.Invitation only.Limited executive seating available.Register now to reserve your seat.