Is LIC Partnership Event
Please join us for our next Business Breakfast on Personal and Strategic Wealth Management.
Many successful businesses and business owners are not efficiently managing their wealth or not prepared to. The right information is often hard to come by. This informative panel discussion will focus on addressing the challenges in wealth building and wealth planning unique to business owners and entrepreneurs, whether multi-generational enterprises or entrepreneurial efforts, especially those who have experienced or are anticipating a liquidity event (acquisition, merger, IPO, etc.). You will benefit from a thoughtful conversation featuring subject experts and business owners who have hands-on experience navigating their own wealth journey.
Program Schedule
8:30 - 9:00 am: Networking and Continental Breakfast
9:00 - 10:00 am: Panel Discussion
10:00 - 10:30 am: Closing Remarks and Q&A
Moderator:
Lydia Nikolic, Managing Director, Bank of America
Panelists:
Sarah Cohen, Gotham Realty
Jack Crilly, Managing Director, Wealth Strategy Market Director, Private Bank
Mitch Drossman, Merrill Wealth Management, Bank of America
Amy Howlett, Director, Global Investment Banking, Bank of America
Steve Wolfberg, Executive Creative Advisor, Cronin Advertising/Bonfire Productions
Who Should Attend?
Entrepreneurs | Business Owners | Multi-generational Businesses | Businesses that have experienced or are anticipating a Liquidity Event
Travel Information
Street parking is limited. Travel by public transportation is highly recommended.
By Subway: N, W, 7 to Queensboro Plaza; E, M, R to Queens Plaza
Health and Safety Policy
Proof of vaccination is required for admission and will need to be presented at check-in with an official ID matching the name on your vaccination document and event ticket. For the full event health and safety policy, please visit licqns.com/eventpolicy.
LICP reserves the right to adjust its policy as new data and recommendations become available.
Sponsored by Bank of America