Loading Events

Please join us for a free breakfast seminar on the personal financial and business planning strategies critical to maximizing your company’s enterprise value at exit. A panel of business owners will share how the strategic investments they made in their companies spurred sustainable business growth.


8:00 – 8:30 am: Registration and Networking
8:30 – 9:15 am: Presentation by UBS Financial Services
9:15 – 10:00 am: Business owner panel moderated by Red Team Consulting

Complimentary breakfast will be served.


David Andreadis CIMA®, CPWA®, CEPA®
Private Wealth Advisor UBS Financial Services

Karen Ben-Shlaush CIMA®, CFP®, CEPA®
Vice President, Wealth Management UBS Financial Services

Jeff Shen
President, Red Team Consulting