REGISTRATION IS CLOSED.
SMALL BUSINESS SUMMIT:
Smart Wealth, Strong Legacy!
Lessons in Small Business Wealth Management, Finance, and Succession Planning
Space is limited. Get FREE tickets + breakfast when you register today!
Registration closes October 17th at 11:59 AM
When
Where
Hyatt Centric Charlotte SouthPark
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Last Chance - Secure Your Spot Today!
Event information
JOIN US! October 21st at the Hyatt Centric SouthPark Conference Center for a power-packed breakfast summit centered on small business finance, wealth management, and succession planning.
Whether you are growing a business, buying, selling or creating a plan for future succession and transition - this is the summit for you!
Engage with industry experts and small business owners over a dynamic exchange including market insights, interactive presentations, informative panel discussions, and networking opportunities.
Attendees will receive practical business advice and guidance on finance strategies, wealth building, and transition planning. Network with attorneys, insurance agents, CPAs and key trusted partners.
BUILD & PROTECT THE FUTURE YOU WANT TODAY!
Speakers
To view the full list of speakers and descriptions, click the SPEAKER link at the top left portion of the webpage.
Thank You - Event Partners, Presenters, and Participants!
We are proud to partner with the following organizations for this event.
This event is presented by NC Growth - UNC Chapel Hill-Kenan Institute and various partners.
U.S. Bank is the proud supporter and sponsor of this event.
Want to join the event partnership? Send a request to the organizer by clicking "Contact us".