CEO Workshop — Integrating Investment Strategy with Tax and Estate Design

Join us Thursday, April 30th as Riad Shanawany, Dan Harris, Roy Balasuriya, and Jason Flanzbaum address financial and estate planning.

CEO Workshop — Integrating Investment Strategy with Tax and Estate Design for Significant Wealth

The program will include four panelists, each addressing financial and estate planning from a different angle – A wealth strategist, estate attorney, financial advisor, and a CEO leading a second-generation business.

Topics to be addressed include:

• Pre- and post-exit capital strategy for founders and their advisors
• Asset protection and trust planning options
• How Ai-driven wealth strategies help owners invest, protect, and preserve their wealth

NOTE — After registration, please look for the reminder emails that are sent 48 hours before and day of the event. These reminders may contain important details such as parking directions (or a Zoom link for online events).

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About CEO Nexus

CEO Nexus is committed to serving business owners and executive teams leading growth-oriented, second-stage businesses. Our facilitated peer roundtable program utilizes the CEO Nexus Content Model, which focuses on leadership, sales, operations, and finance. The program is structured to enhance Your Ownership Journey™.

The content and views expressed in this event or presentations are those of the speaker and/or participants and not necessarily those of CEO Nexus.